Jack Bertke

Financial advisor at Oppenheimer & Co. Inc. · Chicago, IL

Last updated 2026-10-10

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Jack Bertke is a financial advisor at Oppenheimer & Co. Inc. in Chicago, IL, CRD 8305891. Licenses and exams on the registration: Series 66. IAPD registration began 2026-09-21.

Registration

CRD number
8305891
Registration status
Active
IAPD registration
2026-09-21
Industry Experience
0 years
Work Experience
10 years
States registered
IL

Licenses and exams

  • Series 66

Work history

  • 2022-08 to 2026-07 · Michigan State University · East Lansing, MI
  • 2018-08 to 2022-07 · East Grand Rapids High School · East Grand Rapids, MI
  • 2016-06 to 2018-07 · East Grand Rapids Middle School · East Grand Rapids, MI
  • 2026-07 to Present · Oppenheimer & Co. Inc. · Chicago, IL

Current employment

SEC IAPD record for Jack Bertke

Oppenheimer & Co. Inc.

Regulatory AUM
$36,710,705,748
Registered advisors
1,166
Offices
452
Clients per advisor
33.5 (Low)
Average AUM per client
$940.4K (Low)
High-net-worth client ratio
3.1% (Low)

Oppenheimer & Co. Inc.: advisors, services and reported ETF investments

About

Jack Bertke is a financial advisor at Oppenheimer & Co. Inc. in Chicago, IL. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.

Oppenheimer & Co. Inc.'s firm-level Form ADV reports 1,166 advisors across 452 offices; approximately 33.5 clients per advisor, average assets per client of $940,432, and regulatory AUM of $36.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $2.7B across 557 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jack Bertke personally.

Reported ETF positions

Oppenheimer & reports 557 ETF positions worth $2.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Oppenheimer &
FundReported value
QQQ — Invesco QQQ Trust, Series 1$100.8M
SPY — SPDR S&P 500 ETF TRUST$94.7M
IWF — iShares Russell 1000 Growth Fund$81.7M
IVV — iShares Core S&P 500 ETF$78.8M
VOO — Vanguard S&P 500 ETF$71.8M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Oppenheimer & Co. Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

500 West Madison, Chicago, IL 60661

57 advisors at this office.

Oppenheimer & office in Chicago, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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