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Jessica B
Series 63, Series 65
Johnston City, IL
Merrill
Jessica Bernhardt is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Hightower Securities and Wells Fargo entities. She is listed as a part owner of 13 Hearts LLC, a limited liability company associated with a sales coaching business operated by her husband, though she is not actively involved. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
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