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Jenica Maureen Bertalan
JENICA MAUREEN GOODMAN, JENICA M MCCLURE, Jenica Maureen McClure
CRD#: 5257651
IA
B
EDWARD JONESCRD#: 250 2907 SHELTER ISLAND DRIVE
SUITE 106
POINT LOMA, CA 92106
SUITE 106
POINT LOMA, CA 92106
0
Disclosures
17
Years of Experience
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State Registrations
B
Arizona 1/8/2018
B
Missouri 1/28/2025
B
California 5/22/2014
B
Nevada 1/28/2025
IA
California 5/22/2014
B
New York 9/21/2023
B
Colorado 6/30/2022
B
Ohio 10/18/2019
B
Georgia 1/8/2018
B
Pennsylvania 1/8/2018
B
Hawaii 3/10/2020
B
South Carolina 1/28/2025
B
Idaho 7/19/2021
B
South Dakota 11/12/2021
B
Illinois 1/28/2025
B
Texas 1/28/2025
B
Kentucky 1/28/2025
IA
Texas 1/29/2025
B
Massachusetts 10/26/2021
B
Virginia 12/5/2019
B
Michigan 1/28/2025
B
Washington 9/14/2020
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 5/22/2014
B
Registered with this firm since 5/22/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/18/2012 - 05/15/2014 | SAN DIEGO, CA | |
B | 06/13/2012 - 05/15/2014 | SAN DIEGO, CA | |
IA | 04/20/2007 - 02/02/2012 | LA MESA, CA | |
B | 01/19/2007 - 02/02/2012 | LA MESA, CA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.