General Info

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.