Jeffrey Bertoni (CRD# 5166895) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Denver, CO and has over 15 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Boston, MA | Jan 2018 - Current | 6 |
| Black Swift Group LLC | Denver, CO | May 2017 - Jan 2018 | < 1 |
| Janney Montgomery Scott LLC | Boston, MA | Nov 2015 - May 2017 | 1 |
| George K. Baum & Company | Kansas City, MO | Jun 2014 - Nov 2015 | 1 |
| C&co/princeridge LLC | New York, NY | Feb 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- CO
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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