Elizabeth
Hartman

Edward Jones

CRD#7056845
Investment Advisor
in New Bern, NC

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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

Series 66

Years of Experience

12 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

1316 Commerce Drive Suite D
New Bern, NC 28562

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC Average: $343,232

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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.

2019 - Present (2 years)

Edward Jones

2018 - 2019 (1 year)

Tricor Industries (Contractor For Department Of State)

2017 - 2018 (1 year)

One Federal Solution (Contractor For Department Of State)

2017 - 2017 (< 1 year)

United States Department Of State

2016 - 2017 (1 year)

Penn State University

2016 - 2016 (< 1 year)

Wardjet

2015 - 2016 (1 year)

The University Of Mississppi

2014 - 2015 (1 year)

Wardjet

2011 - 2014 (3 years)

United States Marine Corps

2008 - 2011 (3 years)

University Of Akron

Disclosures

Elizabeth Hartman 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.

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.

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