Merrill
46yrs
Top advisor by experience in Westfield
10yrs
John Bertolini is a fiduciary financial advisor in Westfield, New Jersey, with 10 years in the industry. After six years at Osaic Wealth and a year at Pruco Securities, John joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 117 advisors with offices in Westfield, and one of 103 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office241 North Ave W; 2nd Floor, Westfield, NJ 07090
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- 2024 – nowLPL Financial LLCCurrent firm
- 2018 – 2024Osaic Wealth, Inc.Previously
- Mar 2017 – Feb 2018Pruco Securities, LLC.Previously
Questions to ask John
Tailored to John’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call LPL Financial at (704) 733-3300 and ask for John Bertolini. John works from the Westfield, NJ office.
How long has John been a financial advisor?
John has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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