Jill M. Bertke

TVAMP

Haymarket, VA

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CRD#: 4601911

Professional summary

Jill Melissa Bertke, CFP® is a registered financial advisor currently at TVAMP, LLC located in Haymarket, Virginia and LPL FINANCIAL LLC located in Knoxville, Tennessee.

Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jill has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Divorce Planning

Comprehensive Financial Planni...

Investment Planning

Education Planning

Long-term Care

Retirement Planning

Insurance Planning

Estate Planning

Elder Care

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Melissa Bertke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 11, 2019 - Present

TVAMP, LLC

RIA

CRD#: 160321

Haymarket, VA

Current

February 5, 2004 - Present

LPL FINANCIAL LLC

Office #1: 6025 Brookvale Lane Ste 160, Knoxville, TN 37919

RIA

CRD#: 6413

Knoxville, TN

Past

July 11, 2016 - October 10, 2019

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

Haymarket, VA

Past

February 5, 2004 - July 11, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

HAYMARKET, VA

Past

October 9, 2003 - January 30, 2004

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FALLS CHURCH, VA

Past

April 17, 2003 - January 30, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TVAMP, LLC

BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CRD#: 160321 / SEC#: 801-96325

RIA

Registered Investment Advisory firm - (5/18/2015 Approved)

Florida

Registered Investment Advisory firm - (5/22/2015 Terminated)

Tennessee

Registered Investment Advisory firm - (5/29/2015 Terminated)

Texas

Registered Investment Advisory firm - (5/22/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(1/5/2026)

South Carolina
(5/13/2021)

IAR

Tennessee
(10/11/2019)

Tennessee
(10/14/2019)

Virginia
(2/5/2004)

Washington
(4/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/17/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TVAMP, LLC

BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CRD#: 160321 / SEC#: 801-96325

RIA

Registered Investment Advisory firm - (5/18/2015 Approved)

Florida

Registered Investment Advisory firm - (5/22/2015 Terminated)

Tennessee

Registered Investment Advisory firm - (5/29/2015 Terminated)

Texas

Registered Investment Advisory firm - (5/22/2015 Terminated)

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Contact information

Main Address

6025 Brookvale Lane Suite 160, Knoxville, TN 37919

Mailing Address

Phone number

(865) 226-9982

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 APPENDIX 1 (9/5/2025)

ADV PART 2A (9/5/2025)

Regulatory assets under management

Total Number of Accounts	4,768
AUM (Assets Under Management)	$ 1,000,508,308

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Jill M. Bertke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Melissa Bertke's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

WEALTHCARE ADVISORY PARTNERS LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TVAMP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2003

SIE

Date: 10/1/2018

Series 7

Date: 4/15/2003

FINRA

Current Firm

TVAMP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TVAMP, LLC

TRUST BUT VERIFY

Contact information

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