William Blair & Company
47yrs
Top advisor by experience in Illinois
New
Jack Bertke
Financial advisor at Oppenheimer & Co.
Jack Bertke is a fiduciary financial advisor in Chicago, Illinois, registered since Sep 2026. Jack joined Oppenheimer & Co. in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office500 West Madison Suite 3800, Chicago, IL 60661
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- Sep 2026 – nowOppenheimer & Co. Inc.Current firm
Contact Jack
Local office(312) 360-5654Ask for Jack. (212) 668-8000Main office · New York, NY 500 West Madison Suite 3800Chicago, IL 60661Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Jack’s local office at (312) 360-5654 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Jack Bertke.
How long has Jack been a financial advisor?
Jack is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jack 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.
Other advisors nearby
Cohen Capital
47yrs
Top advisor by experience at Cohen Capital
Oppenheimer & Co.
47yrs
Top 1% by experience in Chicago
Merrill
47yrs
Top 1% by experience in Chicago
William Blair & Company
47yrs
Top 1% by experience in Chicago
Morgan Stanley
47yrs
Top 1% by experience in Chicago