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Jackson B

Series 66

Columbus, NE

Edward Jones

Jackson Bertsch is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at SouthWestern Legacy Insurance Group, Seamless.AI, Lumio, and Sandhills Global. Outside of finance, he has experience with the Elkhorn South Legion Post 211 and has been affiliated with the University of Nebraska-Lincoln. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bradley B

Series 63, Series 66

Columbus, NE

Edward Jones

Bradley Bertsch is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. He has also been associated with the University of Nebraska since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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