Jason Bertino

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-18
TX	RA	APPROVED	2026-06-18

CO RA
APPROVED

Since 2026-06-18
TX RA
APPROVED

Since 2026-06-18

Branch Locations

8101 E Prentice Ave Ste 775, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2023	06/2026
United States Air Force	Peterson Space Force Base	CO	11/2013	10/2023
Lpl Financial	Greenwood Village	CO	06/2026	Present

11/2023 → 06/2026

Edward Jones

St Louis, MO
11/2013 → 10/2023

United States Air Force

Peterson Space Force Base, CO
06/2026 → Present

Lpl Financial

Greenwood Village, CO

Previous Registrations

2024-02-02 → 2026-06-22

Edward Jones

Monument, CO

Monument, CO

St. Louis, MO

Palmer Lake, CO

Other Businesses

1. 06/2026 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 180 Hour(s)/Month – 180 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/18/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-25

S66 Uniform Combined State Law Examination

2024-01-25

Other Names

Jason Seth Bertino

View on SEC IAPD