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Jill Renee Berdan

Edward Jones

New Ulm, MN

CRD 6591000

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2016-04-01
  • MN RA
    APPROVED
    Since 2016-04-01

Branch Locations

108 North State, New Ulm, MN 56073 • 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 St Louis MO 12/2015 Present
Other Businesses

DISTINCT PROPERTIES, LLC Type of business: REAL ESTATE RENTAL NEW ULM, MN Start date: 1/8/2019 SECRETARY/TREASURER Hours per week: 0 Hours during trading: 0 Accounting for Office Bldg: incoming rents, outgoing expenses, RE Taxes, etc. * "Rental Property Type: Date: 04/01/19 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rental Income - FA owned office City-State: New Ulm MN"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-09
  • S66 Uniform Combined State Law Examination
    2016-02-09
Other Names
  • Jill Renee Kramer

View on SEC IAPD

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