Jill Bertke
(on popes creek place)Financial and Investment Services in Haymarket, VA
Financial and Investment Services
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.
