William Blair & Company
47yrs
Top advisor by experience in Illinois
6yrs
Jake Bertog
Financial advisor at Merrill
Based in Chicago, Illinois, Jake Bertog is a fiduciary financial advisor with 6 years of industry experience. Jake has been with Merrill since 2022; before that, Jake spent a year at UBS Financial Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office110 N Wacker Dr, Chicago, IL 60606
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMerrillCurrent firm
- Jun 2021 – Feb 2022UBS Financial Services Inc.Previously
- Mar 2021 – Jun 2021MerrillPreviously
Contact Jake
Local office(312) 325-2767Ask for Jake. (800) 637-7455Main office · New York, NY 110 N Wacker DrChicago, IL 60606Office · Get directions
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Jake
How do I contact Jake?
Call Jake’s local office at (312) 325-2767 or the Merrill main office at (800) 637-7455, and ask for Jake Bertog.
How long has Jake been a financial advisor?
Jake has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jake 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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