Jerome
Butkiewicz

Brandes Investment Partners, Lp

CRD#7724506
Investment Advisor
in La Jolla, CA

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About this Advisor

Jerome Butkiewicz is a financial advisor based in La Jolla, California, working with Brandes Investment Partners, Lp. Jerome has previously held positions at Alps Distributors, Inc, Brandes Investment Partners, Cal Poly Humbolt, Black Angus Steakhouse, Windmill Farms Grocery Store, and Patrick Henry High School. Jerome has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jerome is part of Brandes Investment Partners, Lp, which operates out of La Jolla, California. The firm has 1 office and 141 employees. The firm manages assets totaling $22.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Brandes Investment Partners, Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

4275 Executive Square 5Th Floor
La Jolla, CA 92037

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Brandes Investment Partners, Lp Brokerage Details

Total Assets Under Management

$22,214,086,907

CA Average: $7,578,581,321
Total Number of Employees

141

CA Average: 43
Total Number of Accounts

9,220

CA Average: 3,727
Average Account Size

$2,409,337

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jerome Butkiewicz Work History

2023 - Present (1 year)

Alps Distributors, Inc

2023 - Present (1 year)

Brandes Investment Partners

2020 - 2022 (2 years)

Cal Poly Humbolt

2018 - 2020 (2 years)

Black Angus Steakhouse

2016 - 2018 (2 years)

Windmill Farms Grocery Store

2012 - 2017 (5 years)

Patrick Henry High School

Disclosures

Please visit the SEC profile of Jerome Butkiewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brandes Investment Partners, Lp

Taylor Howard
La Jolla, CA
Tony Pamaran
La Jolla, CA
Kevin Grieve
La Jolla, CA
Sarah Prentice
San Diego, CA
Glenn Carlson
La Jolla, CA
Brent Woods
La Jolla, CA
Jerome Butkiewicz
La Jolla, CA
John Kelly
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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