California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Jenica M Bertalan
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Jenica

My passion for supporting people with their financial goals started in grade school. My mother was an Edward Jones branch office administrator, and she taught me at a young age that what really mattered to people wasn't the actual dollar amount of money but rather what they planned to do with that money. I began my career with Edward Jones as an on-call branch office administrator while still in college, and upon graduation, I became a financial advisor.

When partnering with my clients, we focus on conversations about what matters most to them. The information from those conversations helps me create...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesMay 2014 to Current

Education

  • Univ of California-RiversideBachelor of Arts

Personal Interests

  • Cooking
  • Community Outreach
  • Spending Time with Family
  • Reading
  • Wine Collecting/Enthusiast

Team Members

  • Mandy Woodard
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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