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Member, President, Chief Compliance Officer, and Wealth Advisor · Tandemgrowth Financial Advisors, LLC

Jon J. Bernier

CRD 1540739 · Named on Form ADV at one SEC-registered adviser

At a glance

Tandemgrowth Financial Advisors, LLC, an SEC-registered wealth manager based in Alpharetta, GA with $297 million in regulatory assets, lists Jon J. Bernier on its Form ADV as Member, President, Chief Compliance Officer, and Wealth Advisor, a control person.

Firms and roles

AtlasMembers

Jon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.