JAMES DAVID BERTSCH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with RAYMOND JAMES & ASSOCIATES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 2026-07-31 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-10-18 | 2026-08-03 | — |
| MORGAN STANLEY DW INC. | 2004-04-22 | 2005-05-11 | — |