Jeffrey F Hertig

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → Present
  Edward Jones
  St Louis, MO
• 10/2015 → 03/2022
  Ernst & Young Llp
  San Jose, CA

Other Businesses

Surprise Pickleball Association Type: Date: 05/01/25 Title: President Trad Hrs: 0 Tot Hrs: 0 Desc: President of the association. We have a treasurer and I will not be listed on the bank account, I won't have a debit card. If I make a purchase it would be on my own card and I would submit receipts to be reimbursed. I will be listed as the Princ City-State: Phoenix AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-05-21

Other Names

• Jeff Hertig
• Jeffrey Faragher Hertig