portrait of Julia Bartak

About Julia

I am a dedicated financial advisor focused on helping clients pursue their long-term financial goals through comprehensive, individualized financial advice. I am honored to have been named among the top financial advisors with:

- 2024 Forbes Top Wealth Advisors Best-in-State(1)
- 2024 Forbes Top Women Wealth Advisors Best-in-State(2)
- 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State(3)
- 2024 AdvisorHub Women Advisors to Watch(4)

I earned the CERTIFIED FINANCIAL PLANNER® or CFP® certification in 2018, and am committed to continuous learning as I help my clients achieve their financial goals. I also earned a degree in finance with distinction from the University of Kansas, where I...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of KansasBachelor of Science

Team Members

  • Jennie Chappell
    Registered Branch Associate
  • Sandy Ruckh
    Sr. Branch Office Administrator

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