Ameriprise Financial Services
44yrs
Top advisor by experience in Joliet
13yrs
Bryan Bertani
Full name on record: Bryan Robert Bertani
Financial advisor at Raymond James Financial Services Advisors
Bryan Bertani has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Joliet, Illinois. Bryan has been with Raymond James Financial Services Advisors since 2022; before that, Bryan spent a year at Eagle Strategies. Bryan holds the CFP® designation.
One of 66 advisors with offices in Joliet, and one of 63 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office990 Essington Rd, Joliet, IL 60435
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- May 2021 – Aug 2022Eagle Strategies LLCPreviously
Contact Bryan
990 Essington RdJoliet, IL 60435Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- 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 Bryan
How do I contact Bryan?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Bryan Bertani. Bryan works from the Joliet, IL office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Bryan 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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