Jake Bertog

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 03/2020 → 06/2020
  Bertog Landscape
  Wheeling, IL
• 08/2016 → 05/2020
  Miami University
  Oxford, OH
• 09/2019 → 12/2019
  Remoov
  San Francisco, CA
• 05/2019 → 08/2019
  Cintas
  Maywood, IL
• 12/2018 → 02/2019
  Plateia
  Desplaines, IL
• 05/2018 → 08/2018
  Bertog Landscape
  Wheeling, IL
• 05/2017 → 08/2017
  Bertog Landscape
  Wheeling, IL
• 06/2021 → 01/2022
  Ubs Financial Services Inc.
  Northbrook, IL
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2021-06-17 → 2022-02-02
  Ubs Financial Services Inc.
  Northbrook, IL
• 2021-03-24 → 2021-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Other Names

• Jake Eugene Bertog