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
Years of Experience
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Edward Jones Brokerage Details
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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.
Bellevue Public Schools
Jeffrey Bernadt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones