Jill Bertke

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id: 40302675
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6154 Popes Creek Place
Haymarket, VA 20169

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(703) 754-2839
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Main categories:

Financial Planning

Related categories:

Legal & Financial

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Owner Message
  • Jill Bertke, an independent financial advisor with LPL Financial, has almost 20 years of experience in the financial industry. Jill specializes in long term care, investment selection/analysis, and personal financial planning. Prior to joining LPL in 2004, Jill worked as a financial paraplanner in the Falls Church, Virginia office of AXA Advisors. She has a Bachelor's Degree in Finance and minors in Economics and Mathematics from the University of Southern Indiana. She holds the Series 7 Securities Registration with LPL Financial and Series 66 Securities Registration with Wealthcare Advisory Services as well as Life & Health Insurance licenses. She is a current member of the Financial Planning Association and pursing her CFP designation.

Additional information
  • Hours: Mon 08:00am-05:00pm, Tue 08:00am-05:00pm, Wed 08:00am-05:00pm, Thu 08:00am-05:00pm, Fri 08:00am-05:00pm
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