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Jill Melissa Bertke

Tvamp, LLC

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About Jill Melissa Bertke

Jill Melissa Bertke is a financial advisor with over 20 years of experience in the industry. Jill has a strong track record of success in helping clients achieve their financial goals. Jill is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Jill is registered with LPL Financial, LLC and Tennessee Valley Asset Management Partners, LLC, and is an active member of the financial services community. Jill is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Jill Bertke is currently registered with Tvamp, LLC. Tvamp, LLC is an investment advisor registered with the SEC and located in Knoxville, TN. They have a total of 19 investment advisor representatives and manage $677,005,668 in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. They participate in wrap fee programs and primarily serve individuals, charitable organizations, and pension plans.
Tvamp, LLC

6025 BROOKVALE LANE

KNOXVILLE, TN 37919

$677.01M

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jill Bertke’s Registration & Firm History

TN

10/11/2019 - Present

Tvamp, LLC (KNOXVILLE TN)

NY

04/17/2003 - 01/30/2004

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Melissa Bertke.
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