James David Bertsch

Current Employers

Employment History

• 07/2023 → 07/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 05/2005 → 07/2023
  Bokf, Na
  Oklahoma City, OK
• 09/2023 → 07/2026
  Bank Of America N.A.
  Oklahoma City, OK
• 07/2026 → Present
  Raymond James & Associates, Inc
  Oklahoma City, OK

Previous Registrations

• 2023-10-18 → 2026-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 2004-04-22 → 2005-05-11
  Morgan Stanley Dw Inc.
  Oklahoma Cty, OK

Other Businesses

I*2601258, Entity Type: Entity Charitable, Name of OBA: University of Oklahoma President's Associates, Address: Norman, Oklahoma, 73019, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 07/01/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Board Member The President's Associates program has provided unrestricted funding that allows OU's president to deal with critical issues and pursue initiatives that enrich OU's academic missionI*2739276, Entity Type: , Name of OBA: Rotary Club 29 Oklahoma City, Address: Oklahoma City, Oklahoma, 73103, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 08/18/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders. I am going to help plan our Winter Party.I* 2838280Entity Type: N/AName of OBA: J H Address:Oklahoma City OklahomaInvestment Related:NoPosition, Title, Association:Power of AttorneyStart Date:08/15/2024No Hours: 1 YearlyNo Hours during trading:0 YearlyDuties:Power of Attorney for ParentI*4588301, Entity Type: Entity Charitable, Name of OBA: Oklahoma Zoological Society , Address: Oklahoma City, Oklahoma, 73154, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 4 Monthly, No Hours during Trading: 1 Monthly, Duties: Board membership and fundraising. The Oklahoma Zoological Society (OZS) is a 501c3 non-profit organization that supports the Oklahoma City Zoo. OZS plays a crucial role in assisting the OKC Zoo with fundraising for Zoo initiatives and programs. I*4632288 Entity Type: Entity Charitable Name of OBA: Vizavance, Inc. Address: Oklahoma City, Oklahoma, 73116 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/19/2026 Number of Hours: 3, Monthly Number of Hours during trading: 1, Monthly Duties: Vizavance, formerly Prevent Blindness Oklahoma, was established in 1965 and is the only nonprofit organization in all 77 counties of Oklahoma dedicated to advancing children¿s education through vision. Help support the mission of the organization through time and talents. Help plan and execute events that support the organization. Raise awareness and funds, where appropriate, to further the mission.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-17

Other Names

• James David Bertsch
• James D Bertsch