John Bernardio

As the Lead Client Services Associate, John supports the Financial Freedom team and clients in a licensed capacity. He assists with day-to-day client service needs and plays a key role with internal trading operations, research, and planning support; ensuring advisors have the tools and execution needed to serve clients effectively.

John holds a Bachelor’s degree in Psychology from Western Oregon University. He is a Registered Representative with LPL Financial and holds Series 7 and 66 securities registrations. Born and raised on the Pacific Island of Saipan, he brings a background in hospitality and tourism, all with a passion for service. Outside of work, he enjoys international travel, spending time with loved ones, and attending live concerts.