Jonathan BeruschCRD 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 15 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
|Allianz Global Investors U.s. LLC||New York, NY||Jun 2015 - Current||3|
|Allianz Global Investors Distributors LLC||New York, NY||Jun 2015 - Current||3|
|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|
Total Assets Under Management95,748MILLIONS
Total Number of Accounts4,844ACCOUNTS
Average Account Value$19,766,248
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
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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