Noah D. Wertheimer

Current Employers

Employment History

• 05/2008 → 12/2019
  Jpmorgan Chase Bank
  Greenwood Village, CO
• 10/2012 → 12/2019
  J.P. Morgan Securities Llc
  Englewood, CO
• 01/2020 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 01/2020 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2012-10-01 → 2019-12-06
  J.P. Morgan Securities Llc
  Englewood, CO
  Englewood, CO
• 2008-06-19 → 2012-10-01
  Chase Investment Services Corp.
  Greenwood Village, CO
  Englewood, CO
  Greeley, CO
• 2007-10-17 → 2008-04-03
  Lpl Financial Llc
  Bingham Farms, MI
• 2005-05-17 → 2006-08-23
  Morgan Stanley Dw Inc.
  Centennial, CO
  Centennial, CO

Other Businesses

1) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) INSURANCE SALES (LIFE AND VARIABLE ANNUITIES); COMPENSATION OF COMMISSIONS AND TRAILS; 4 HOURS PER WEEK DURING NORMAL TRADING HOURS 3) MY MEDICARE PRO LLC; 240 BRADFORD CIRCLE BLUE BELL, PA 19422; MEDICARE AND MEDIGAP REFERRALS; MYMEDICAREPRO.COM; COMPENSATION: 30% SPLIT ON ANY REFERRAL; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS 4) BLACK GOULD AND ASSOCIATES; 3800 N CENTRAL AVE 9TH FLOOR PHOENIX, AZ 85012; MEDICARE AND MEDIGAP REFERRALS; HTTPS://WWW.BLACKGOULD.COM; COMPENSATION: 30% SPLIT ON ANY REFERRAL; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS 5) NEIGHBORHOOD HOME LOANS; MORTGAGE REFERRALS; NEIGHBORHOODLOANS.COM; COMMISSIONS ON CLOSED MORTGAGES; 2-4 HOURS PER WEEK DURING NORMAL TRADING HOURS. 6) COASTAL INSURANCE CONSULTING, LLC, A SIMPLICITY GROUP HOLDINGS AFFILIATE; 110 N PHOENIXVILLE PIKE STE 200 MALVERN, PA 19355; ANNUITY AND LONG-TERM CARE SPECIALIST; COASTALIC.NET; WORKING WITH ADVISORS AND AGENTS TO ASSIST IN ANNUITY AND HYBRID LONG TERM CARE SALES AND MARKETING; 17% OF GROSS REVENUE FROM SALES; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. 7) WERTH HOLDINGS, LLC; START: 1/2025; LESSOR RESIDENTIAL REAL ESTATE; PROPERTY MANAGEMENT, MANAGER; MONTHLY RENT; 1 HOUR PER WEEK NONE DURING NORMAL TRADING HOURS. 8) ADOPTION NOW; START: 1/2016; 6155 S MAIN ST STE 235 AURORA, CO 80016; NOT INVESTMENT RELATED; SECRETARY/TREASURER; ADOPTIONNOWPODCAST.COM; VOLUNTEER KEEPING BOOKS AND RECORDS; 4 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS. 9) WERTH HOLDINGS, LLC; START 1/2023; NOT INVESTMENT RELATED; 623 E DEER CREEK ROAD PHOENIX, AZ 85048; REAL ESTATE; LANDLOARD; MONTHLY RENTAL INCOME; 1 HOUR PER MONTH NONE DURING NORMAL TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-13