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.
1. 6/16/2005: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - FIXED INSURANCE, LTC. 2. 7/23/2012: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 2% - Pinnacle Financial - Outside Fixed Insurance Business. 3. 7/6/2016: Haslett Management Group - Investment Related - 10432 Balls Ford Road, Ste. 300, Manassas, VA 20109 - Non-Variable Insurance Trails Only - Started 06/28/2016 - 2 Hours Per Month During Securities Trading - Previously approved OBA - cancelled/termed on 2/29/2016 since company, Haslett Management Group, went out of business. However, still receiving renewal commissions. I was made aware that this OBA needs to be reactivated on 6/28/2016. 4. 10/14/2019 - TVAMP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/14/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 10/16/2019 - Tennessee Valley Asset Management Partners, LLC - DBA: (Hybrid) TVAMP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/14/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/22/2019 - Tennessee Brokerage Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/14/2019 - 5 Hours Per Month During Securities Trading. 7. 05/14/2025 - POA for Kenneth Berke (father) - Non-Investment Related - Not Compensated - Start Date: 10/19/2021 8. Successor Trustee of Bertke Rev. Trust - Non-Investment Related - Not Compensated - Start Date: 10/07/2021 9. Successor Trustee of Victoria Bertke IRR. Trust - Non-Investment Related - Not Compensated - Start Date: 03/08/2023
CRS (Client Relationship Summary) - RIA
Click below to view Jill Melissa Bertke's 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®
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 37919RIA
BD
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
BD
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".
TL
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)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.RR
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
RR
Colorado(1/3/2007)
RR
Indiana(4/29/2004)
RR
South Carolina(5/13/2021)
IAR
Tennessee(10/11/2019)
RR
Tennessee(10/14/2019)
RR
Virginia(2/5/2004)
RR
Washington(4/5/2023)
RR
Wyoming(10/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
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)Upgrade to AdvisorCheck Premium
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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
32
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,768 |
| AUM (Assets Under Management) | $ 1,000,508,308 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
