About this Advisor
Elizabeth Hartman is a financial advisor operating out of New Bern, North Carolina, with 12 years of experience as a financial advisor. Hartman is an advisor for Edward Jones. Hartman has gained experience at Edward Jones, Tricor Industries (Contractor For Department Of State), One Federal Solution (Contractor For Department Of State), United States Department Of State, Penn State University, The University Of Mississppi, United States Marine Corps, Wardjet and University Of Akron. Hartman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina and Texas. Edward Jones is a registered investment firm that has its headquarters in New Bern, North Carolina. It has offices in 14,439 locations and a total of 25,919 advisors. It administers $423 billion in assets between its 3,336,586 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Edward Jones performs a wide array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Edward Jones likely are comprised of 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
Elizabeth Hartman Work History
Elizabeth has 12 years of experience.
Tricor Industries (Contractor For Department Of State)
One Federal Solution (Contractor For Department Of State)
United States Department Of State
Penn State University
The University Of Mississppi
United States Marine Corps
University Of Akron
Elizabeth Hartman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.