Jeffrey Bertholf

  • Practice Manager
  • Registered Representative

As Practice Manager, Jeff oversees our effort to provide a high level of service and support to our clients. Jeff brings his background in logistics and operational management to complement Brooke and Art in ensuring a consistent and positive client experience. In addition to managing our staff and coordinating with our various resources at Barnum he orchestrates our client appreciation events and seminars throughout the year. Jeff is also a graduate of Sacred Heart University.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

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