What Happened?
, -based Edward Jones Promoted Lisa Bertain as Principal and Deputy General Counsel
About the Company
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it`s in the United States or Canada, we`re located in the communities where our clients live and work because that`s the best way to get to know them and help reach their financial goals.
About the Person
Lisa Bertain is Principal and Deputy General Counsel at Edward Jones. Previously, Lisa held various senior legal leadership roles in the industry.
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