Morgan Stanley
47yrs
Top advisor by experience in New York
40yrs
Jerrold Bertner
Financial advisor at UBS Financial Services
Jerrold Bertner has worked in the financial industry for 40 years and is a fiduciary financial advisor based in New York, New York. Jerrold has been with UBS Financial Services since 2008. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in New York
Office200 Park Avenue 30th Floor, New York, NY 10166
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowUBS Financial Services Inc.Current firm
Contact Jerrold
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Jerrold. 200 Park Avenue 30th FloorNew York, NY 10166Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Jerrold
Tailored to Jerrold’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerrold
How do I contact Jerrold?
Call UBS Financial Services at (201) 352-3000 and ask for Jerrold Bertner. Jerrold works from the New York, NY office.
How long has Jerrold been a financial advisor?
Jerrold has been in the industry since 1986, about 40 years. Top 3% by experience in New York.
What licenses does Jerrold hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jerrold a fiduciary?
Jerrold is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerrold paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jerrold for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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