Skip to Main Content
Jeff Hertig, Financial Advisor

FINANCIAL ADVISOR
Jeff Hertig

14300 W Granite Valley Dr, Suite B-8, Sun City West, AZ 85375opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • New Investors

About Jeff

As a child, I watched my parents work hard and prioritize saving for their retirement. They trusted their financial advisor to act in their best interest but were shocked 20 years later to realize, because of neglect, they would not be able to retire as planned. Because of this experience, I have a strong desire to serve my clients with the diligence and care that my parents deserved. I want each of my clients to know that I care about their future as much as they do.

My Mission Values

Care Deeply:
I strive to work closely with each of my...

Work History

  • Edward JonesMarch 2022 to Current
  • Ernst & Young LLPOctober 2015 to March 2022

Education

  • Southern Utah UniversityMasters

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Volunteering
  • Technology
  • Active Lifestyle

Team Members

  • DeAnna Lynch
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(623) 544-1412

Fax

(888) 558-2775

Office Address

14300 W Granite Valley Dr
Suite B-8
Sun City West, AZ 85375opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

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

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More