JimBernstein- Financial Advisor Bayville, NJ

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About Jim Bernstein

QEX is a systematic investing firm that uses a disciplined and rule-based approach to financial markets. Investment decisions are guided by predefined strategies and algorithms rather than human intuition. This method relies on the systematic application of quantitative models and statistical analysis to identify and exploit patterns, trends, and anomalies within the market.

The goal of systematic investing is to remove emotional biases and subjectivity from decision-making, relying instead on empirical data and historical patterns to inform investment choices.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

1673790

Firm CRD#

325326

Name of Custodial Firm

Interactive Brokers

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Risk Management, Money Management, Wealth Management, Portfolio Management, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$8,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Education

BA - Economics

Vassar College
1981 -1985

MBA -

NYU / Stern School of Business
1991 -1993

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891820/paladinregistry-QEX-Asset-Management-detailed-disclosure.html

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Paladin Research Report For:

Jim Bernstein

QEX Asset Management