Jeffrey
Betros

Pacer Advisors, Inc

CRD#5932941
Investment Advisor
in Malvern, PA

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About this Advisor

Jeffrey Betros is a financial advisor working in Malvern, Pennsylvania, with a total of 2 years of relevant experience. Betros is an advisor for Pacer Advisors, Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Funds Distributor, LLC, Fisher Investments and Pacer Financial, Inc. Betros maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Pacer Advisors, Inc is a registered investment business operating out of Malvern, PA. It administers $23 billion in assets across its 46 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The business offers portfolio management for investment companies. Fees charged by financial advisors typically vary depending on which service is provided. Fees billed by Pacer Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

500 Chesterfield Parkway
Malvern, PA 19355

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Pacer Advisors, Inc Brokerage Details

Total Assets Under Management

$22,905,645,981

PA Average: $15,833,994,310
Total Number of Employees

22

PA Average: 41
Total Number of Accounts

46

PA Average: 3,342
Average Account Size

$497,948,826

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies

Jeffrey Betros Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pacer Financial, Inc

2020 - 2021 (1 year)

Fisher Investments

2018 - 2020 (2 years)

Wells Fargo Funds Distributor, LLC

2013 - 2017 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2017 (4 years)

Bank Of America, N.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Betros 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 Pacer Advisors, Inc

John Donegan
Malvern, PA
Mark Donovan
Malvern, PA
Jeffrey Betros
Malvern, PA
Derek Radcliff
Malvern, PA
Nicholis Cole
Overland Park, KS
Patrick Hull
Malvern, PA
Michael Gillespie
Malvern, PA
Michael Dietrich
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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