Jill M. Bertke, CFP®

Senior Financial Planner at TVAMP
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Knoxville Metropolitan Area
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2019
    - Nov, 2024
  • Series 66 Uniform Combined State Law Examination
    FINRA
    Jun, 2003
    - Nov, 2024
  • Series 7 General Securities Representative
    FINRA
    Apr, 2003
    - Nov, 2024

Experience

  • TVAMP
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • May 2021 - Present

    • Wealth Advisor
      • Oct 2019 - Present

      TVAMP is a registered investment advisor.Third party posts found on this profile do not reflect the views of TVAMP and have not been reviewed by TVAMP as to accuracy or completeness. Please see our important disclosure information on our website at www.tvamp.net

  • LPL Financial
    • Haymarket, Virginia
    • Financial Consultant
      • May 2018 - Oct 2019

  • Palladium Wealth Management
    • Manassas, Virginia
    • Co-Owner and Managing Partner
      • Feb 2006 - Apr 2018

  • Campbell Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Consultant
      • Feb 2004 - Nov 2006

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Paraplanner
      • Feb 2001 - Feb 2004

Education

  • University of Southern Indiana
    Bachelor of Arts in Finance, Minors in Mathematics and Economics
    1996 - 2000
  • Southridge High School
    High School Degree
    1992 - 1996

Community

You need to have a working account to view this content. Click here to join now