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Peter Bertone

Edward Jones

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About Peter Bertone

Peter Bertone is a financial advisor with Edward Jones. Peter has been a registered representative in the securities industry since 1992. Peter has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Peter has held previous roles at Key Investment Services LLC, LPL Financial LLC, and New England Securities. Peter is registered to provide investment advice and securities services in a variety of states.

Firm Information

Peter Bertone is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

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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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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other

See schedule d - miscellaneous

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Peter Bertone’s Registration & Firm History

NY

04/27/2021 - Present

Edward Jones (BALDWINSVILLE NY)

NY

09/21/2016 - 05/31/2019

KEY INVESTMENT SERVICES LLC (CICERO NY)

NY

02/09/2011 - 09/21/2016

LPL FINANCIAL LLC (SYRACUSE NY)

NY

04/20/2010 - 02/07/2011

NEW ENGLAND SECURITIES (EAST SYRACUSE NY)

NY

10/20/2004 - 09/20/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (CENTRAL SQUARE NY)

NY

06/01/1999 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

02/10/1997 - 05/17/1999

LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)

NY

10/17/1995 - 02/10/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

08/31/1992 - 11/27/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 04/23/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/24/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/11/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/24/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 08/28/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Peter Bertone. Review regulatory record here.
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