Jeffrey John Bernadt

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

Authority	Category	Status	Date
TX	RA	APPROVED	2019-04-02
NE	RA	APPROVED	2017-09-18

TX RA
APPROVED

Since 2019-04-02
NE RA
APPROVED

Since 2017-09-18

Branch Locations

9809 Giles Rd, La Vista, NE 68128 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2017	Present
Bellevue Public Schools	Bellevue	NE	08/2003	06/2017

07/2017 → Present

Edward Jones

St Louis, MO
08/2003 → 06/2017

Bellevue Public Schools

Bellevue, NE

Other Businesses

"No Wake Zone LLC Type of business: LLC Columbus, NE Start date: 5/1/2019 Shareholder Hours per week: 0 Hours during trading: 0 Desc: My father and mother-in-law have a lake house. They setup an LLC and I have 1 share and my wife has 4 shares of ownership of it. My in-laws are clients along with my brother and sister in-laws.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-16

S66 Uniform Combined State Law Examination

2017-09-16

View on SEC IAPD