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Jenica Maureen Bertalan

Edward Jones

Point Loma, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-29
CA RA APPROVED 2014-05-22
  • TX RA
    APPROVED_RES
    Since 2025-01-29
  • CA RA
    APPROVED
    Since 2014-05-22

Branch Locations

2907 Shelter Island Drive Suite 106, Point Loma, CA 92106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Anaheim CA 05/2014 01/2018
Edward Jones St.LOuis MO 01/2018 Present
Previous Registrations
  • 2012-06-18 → 2014-05-15
    Lucia Capital Group
    San Diego, CA
  • 2007-04-20 → 2012-02-02
    Edward Jones
    La Mesa, CA
    La Mesa, CA
    St Louis, MO
    La Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-13
  • S66 Uniform Combined State Law Examination
    2007-04-13
Designations
Other Names
  • Jenica M Mcclure
  • Jenica Maureen Goodman
  • Jenica Maureen Mcclure

View on SEC IAPD

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FIDUCIARY FINANCIAL ADVISORS
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WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.

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NATHAN HIRR MEDINA
GARRETT NEWMAN
Louie J Dolor
MICHAEL CURTIS MORRISON
Gavin John Carter
Tracy Kaufman Weibel
DONALD CRAIG WILKIE

Other Offices

FIDUCIARY FINANCIAL ADVISORS · San Diego, CA
LPL FINANCIAL LLC · SAN DIEGO, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN DIEGO, CA
U.S. BANCORP ADVISORS, LLC · San Diego, CA
OSAIC WEALTH, INC. · SAN DIEGO, CA
COMMONWEALTH FINANCIAL NETWORK · San Diego, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN DIEGO, CA
CENTAURUS FINANCIAL, INC. · SAN DIEGO, CA

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