Advisor at QEX Asset Management LLC
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Firm
QEX Asset Management LLC
Location
Bayville, NJ
Credentials
Series 65
Industry experience
12 years
James Bernstein is a Series 65 licensed financial advisor with 12 years of industry experience. He is the sole advisor at QEX Asset Management LLC and has worked at Coastal Trade Securities since 2011 and Windsor Financial Research, LLC since 1995. Outside of finance, he owns Prime Green Coffee, a business that sells unroasted coffee to home roasters. QEX Asset Management LLC serves institutional investors and high-net-worth individuals with separately managed accounts and financial planning services. The firm employs systematic, model-driven strategies in high-yield fixed income and equity momentum trading, utilizing technical and quantitative analysis alongside third-party signal models.
$0+: Starts at 1% for actively managed fixed income strategies, declining with account size $0+: Starts at 2% for actively managed equity strategies, declining with account size
Account minimum: $100,000
Bayville, NJ
New Jersey · Texas
Coastal Trade Securities
2011 - Present (15 years)
Windsor Financial Research, LLC
1995 - Present (31 years)
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