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JB

Jerome W. Butkiewicz

BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA 92037
Some features on this profile are disabled
CRD#: 7724506
JB

Professional summary

Jerome Walter Butkiewicz III, who also goes by Jerry Butkiewicz, Jerome Walter Butkiewicz, is a registered financial advisor currently at BRANDES INVESTMENT PARTNERS, LP located in La Jolla, California and FORESIDE FUND SERVICES, LLC located in La Jolla, California.

Jerome is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jerome has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jerry Butkiewicz | Jerome Walter Butkiewicz

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) Brandes Investment Partners, LP; Investment Related; La Jolla, CA; Sales; Regional Associate; Start Date 3/2023; 160 hours per month; Support for Regional director

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Walter Butkiewicz III'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®
None

Experience

Current

April 29, 2024 - Present

BRANDES INVESTMENT PARTNERS, LP

Office #1: 4275 Executive Square Suite 335, La Jolla, CA 92037
RIA
CRD#: 105404
La Jolla, CA
Current

July 25, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 4275 Executive Sq. 5th Floor, La Jolla, CA 92037
BD
CRD#: 46106
La Jolla, CA
Past

August 16, 2023 - July 12, 2024

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
LA JOLLA, CA

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".
BI
BRANDES INVESTMENT PARTNERS, LP
BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA
Registered Investment Advisory firm - (8/8/1985 Approved)

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

IAR
California
(4/29/2024)
RR
California
(7/25/2024)
RR
Delaware
(7/25/2024)
RR
District of Columbia
(7/25/2024)
RR
Indiana
(7/25/2024)
RR
Kentucky
(7/25/2024)
RR
Maine
(7/25/2024)
RR
Maryland
(7/25/2024)
RR
Michigan
(7/25/2024)
RR
New Hampshire
(7/25/2024)
RR
New York
(7/25/2024)
RR
Ohio
(7/25/2024)
RR
Pennsylvania
(7/25/2024)
RR
Vermont
(7/25/2024)
RR
Virginia
(7/25/2024)
RR
West Virginia
(7/25/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/14/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BRANDES INVESTMENT PARTNERS, LP
BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA
Registered Investment Advisory firm - (8/8/1985 Approved)
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Contact information

Main Address
4275 Executive Square 5th Floor, La Jolla, CA, 92037
Mailing Address
Phone number
(858) 755-0239
Established
Firm type
Fiscal year end
# of Employees
143

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRANDES INVESTMENT PARTNERS, L.P. ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts10,588
AUM (Assets Under Management)$ 26,686,881,169

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.

Company Information

BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404La Jolla, CA 92037

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