Henry Bertot, financial advisor Titusville FL
89 score

Henry Bertot

CRD Number: 6192515
Current Firm: J.p. Morgan Securities LLC

Henry Bertot (CRD# 6192515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Titusville, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Titusville, FL Nov 2014 - Current 2
Edward Jones St Louis, MO May 2013 - Nov 2014 1
Unemployed Titusville, FL Feb 2013 - Apr 2013 < 1
Optical Distributor Group Titusville, FL Aug 2011 - Feb 2013 1
Unemployed Titusville, FL Jun 2011 - Aug 2011 < 1
Abb Optical Titusville, FL May 2001 - Jun 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Henry J. Bertot
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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