Jeffrey
Bernadt

Edward Jones

CRD#6829253
Investment Advisor
in La Vista, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jeffrey Bernadt is an investment advisor whose office is in La Vista, Nebraska. Currently a registered advisor at Edward Jones, they have gathered 17 years of work experience. Bernadt holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Bernadt is registered to work with customers based out of Nebraska and Texas. The advisor has gained experience at Edward Jones and Bellevue Public Schools. Edward Jones is based out of La Vista, Nebraska, and operates out of 14,439 offices in the country. In aggregate, Edward Jones oversees $423 billion in assets throughout 3,336,586 client accounts and employs more than 25,919 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

9809 Giles Rd
La Vista, NE 68128

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NE Average: $11,469,110,461
Total Number of Employees

25,919

NE Average: 458
Total Number of Accounts

3,336,586

NE Average: 33,415
Average Account Size

$126,847

NE Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jeffrey Bernadt Work History

Jeffrey has 17 years of experience.

2017 - Present (4 years)

Edward Jones

2003 - 2017 (14 years)

Bellevue Public Schools

Disclosures

Jeffrey Bernadt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started