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John Joseph Betterman

Betterman Digital Wealth, Inc.

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About John Joseph Betterman

John Betterman is an investment advisor representative with Betterman Digital Wealth, Inc. located in SAN JOSE, CA. John has been in the industry since 1987. John has a Series 3, Series 7, and Series 63 license as well as a Series 65 license. John also holds a license as a life and health insurance agent. Prior to joining Betterman Digital Wealth, Inc., John worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. John specializes in providing portfolio management for individuals and selection of other advisors.

Firm Information

John Betterman is currently registered with Betterman Digital Wealth, Inc.. Betterman Digital Wealth, Inc. is an investment advisor registered with the SEC. They manage approximately $79.08 million in assets for 101 clients. They specialize in providing portfolio management for individuals and selecting other advisors. Their client base includes individuals, charitable organizations, and investment companies.

$79.08M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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John Betterman’s Registration & Firm History

CA

07/14/2021 - Present

Betterman Digital Wealth, Inc. (SAN JOSE CA)

IL

06/01/1994 - 08/01/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

NY

07/31/1993 - 06/08/1994

SMITH BARNEY INC. (NEW YORK NY)

NY

04/11/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/21/1987 - 04/11/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 04/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/1987

Series 3 - National Commodity Futures Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Betterman.
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