Jonathan Berusch, financial advisor Chicago IL
93 score

Jonathan Berusch

CRD Number: 4582394
Current Firm: Allianz Global Investors U.s. LLC

Jonathan Berusch (CRD# 4582394) is an Investment Advisor Representative working at Allianz Global Investors U.s. LLC in Chicago, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Allianz Global Investors Distributors LLC New York, NY Jun 2015 - Current 1
Allianz Global Investors U.s. LLC New York, NY Jun 2015 - Current 1
Alliance Bernstein Miami, FL Apr 2014 - May 2015 1
Artisan Partners Distributors LLC Milwaukee, WI Oct 2012 - Feb 2014 1
Artisan Partners Limited Partnership Milwaukee, WI Oct 2012 - Feb 2014 1
Grosvenor Capital Management, LP Chicago, IL Mar 2011 - Sep 2012 1
Sanford C. Bernstein New York, NY Nov 2005 - Mar 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jonathan J. Berusch
Phone Number: 212-739-3000
Firm Website: http://us.allianzgi.com
Registered State(s):
  • CA
  • IL
By the Numbers
  • Total Assets Under Management
    74,899
    MILLIONS
  • Total Number of Accounts
    9,914
    ACCOUNTS
  • Average Account Value
    $7,554,834
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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