JAKE BERTOG is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-02-17 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2021-06-17 | 2022-02-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-03-24 | 2021-06-18 | — |