Unclaimed Profile

Jeffrey Wayne Bertoni

BLACK SWIFT GROUP, LLC·DENVER, Colorado

SIE, Series 7, Series 63, Series 66Clean record8 years registeredBLACK SWIFT GROUP, LLC

1899 WYNKOOP STREET, DENVER, CO 80202CRD# 5166895Firm CRD# 286084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Wayne Bertoni · DENVER, CO

Registration

CRD #5166895 · BLACK SWIFT GROUP, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLACK SWIFT GROUP, LLC

JANNEY MONTGOMERY SCOTT LLC

Jan 2018 – Jan 2026

Denver, CO

BLACK SWIFT GROUP, LLC

Sep 2017 – Jan 2018

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 9, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLACK SWIFT GROUP, LLC

CRD 286084 · SEC 801-108740

AUM

$468M

Regulatory assets under management

Employees

338 client accounts

Services offered by BLACK SWIFT GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BLACK SWIFT GROUP, LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Wayne Bertoni offer?

Jeffrey Wayne Bertoni specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jeffrey Wayne Bertoni's credentials?

Jeffrey Wayne Bertoni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Wayne Bertoni located?

Jeffrey Wayne Bertoni is based in DENVER, Colorado, last registered with BLACK SWIFT GROUP, LLC.

How does Jeffrey Wayne Bertoni charge for services?

Jeffrey Wayne Bertoni's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACK SWIFT GROUP, LLC?

BLACK SWIFT GROUP, LLC has approximately 12 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →