Jeffrey D. Berk

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

Scottsdale, AZ

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CRD#: 6628953

Professional summary

Jeffrey David Berk is a registered financial advisor currently at PURPLE MOUNTAIN INVESTMENT ADVISORS LLC located in Scottsdale, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

Jeffrey David Berk is CEO and major stockholder in BOLT International Inc. The company provides proprietary consulting advice to Pharma/Biotech firms (e.g., Novartis, GlaxoSmithKline, other global and smaller firms). Mr. Berk receives a salary from BOLT and derive pass through income from this S corp. Clients will not be offered any products or services from Mr. Berks's outside business activities. Jeffrey David Berk is CEO and Major stockholder in MedPredict Market Research LLC. This company produces primary research that is sold directly to Pharma/Biotech companies, or sold under the BOLT International brand to these companies. Clients will not be offered any products or services from Mr. Berks's outside business activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Berk'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®

None

Experience

Current

April 14, 2016 - Present

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

RIA

CRD#: 283230

Scottsdale, AZ

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/14/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/2016

Uniform Investment Adviser Law Examination

Current Firm

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

CRD#: 283230 / SEC#:

Arizona

Registered Investment Advisory firm - (4/14/2016 Approved)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

Phone number

(480) 221-0507

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 2,500,000

Red Flags

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Jeffrey D. Berk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Berk's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2016

Current Firm

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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