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JB

Jacob C. Berta

GREENWOOD GEARHART
FAYETTEVILLE, AR 72701-4278
CRD#: 7898219
Some features on this profile are disabled
JB
Jacob Christopher BertaGREENWOOD GEARHART

Professional summary

Jacob Christopher Berta is a registered financial advisor currently at GREENWOOD GEARHART, LLC located in Fayetteville, Arkansas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jacob has worked at 1 firm and has passed the SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Christopher Berta'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

May 29, 2026 - Present

GREENWOOD GEARHART, LLC

Office #1: 26 E Center St, Fayetteville, AR 72701-4278
RIA
CRD#: 110379
FAYETTEVILLE, AR

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".
GG
GREENWOOD GEARHART, LLC
GREENWOOD & ASSOCIATES INC | M.A. GREENWOOD & ASSOCIATES INC | GREENWOOD GEARHART, LLC | GREENWOOD GEARHART INC.

CRD#: 110379 / SEC#: 801-17703

RIA
Registered Investment Advisory firm - (9/30/1982 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.

Highlighted states indicate IAR registrations

IAR
Texas
(5/29/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/23/2024
Securities Industry Essentials Examination

Current Firm

GG
GREENWOOD GEARHART, LLC
GREENWOOD & ASSOCIATES INC | M.A. GREENWOOD & ASSOCIATES INC | GREENWOOD GEARHART, LLC | GREENWOOD GEARHART INC.

CRD#: 110379 / SEC#: 801-17703

RIA
Registered Investment Advisory firm - (9/30/1982 Approved)
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Contact information

Main Address
26 E Center St, Fayetteville, AR 72701-4278
Mailing Address
Post Office Box 4278, Fayetteville, AR 72702-4278
Phone number
(479) 521-5353
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GREENWOOD GEARHART FIRM BROCHURE (12/10/2025)

Regulatory assets under management

Total Number of Accounts2,873
AUM (Assets Under Management)$ 1,637,149,230

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025
Cover Page
Report
11/27/2024
Cover Page
Report
10/30/2023
Cover Page
Report
02/28/2023
Cover Page
Report

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

GREENWOOD GEARHART, LLC

CRD#: 110379Fayetteville, AR 72701-4278

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