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Julia Bartak - Financial Advisor in KS

Julia Bartak

Financial Advisor

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I am a dedicated financial advisor focused on helping clients pursue their long-term financial goals through comprehensive, individualized financial advice. I am honored to have been named among the top financial advisors with:- 2024 Forbes...... Show More
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About
I am a dedicated financial advisor focused on helping clients pursue their long-term financial goals through comprehensive, individualized financial advice. I am honored to have been named among the top financial advisors with:- 2024 Forbes Top Wealth Advisors Best-in-State(1)- 2024 Forbes Top Women Wealth Advisors Best-in-State(2)- 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State(3)- 2024 AdvisorHub Women Advisors to Watch(4)I earned the CERTIFIED FINANCIAL PLANNER® or CFP® certification in 2018, and am committed to continuous learning as I help my clients achieve their financial goals. I also earned a degree in finance with distinction from the University of Kansas, where I was selected to participate in the KU Finance Scholars program. This gave me the opportunity to meet and have lunch with Warren Buffett.My team and I deliver an ideal experience by assessing each client's situation and informing them of important developments in collaboration with their trusted legal and accounting professionals. I understand that my clients are often busy and strive to simplify this critical part of life. My dedicated branch support team includes Jennie Chappell, Sandy Ruckh and Madison Weitlauf.Outside Edward Jones, I serve on the planned giving advisory committee of Children's Mercy Hospital, as well as the Mercy Ambassadors Auxiliary. I am a Kansas City native and still reside in the area with my husband, John, and our children, Blakely, Ben and Brooke.////(1) 2024 Forbes Best-In-State Wealth Advisors in KS, published April 2024, data as of June 2023.(2) 2024 Forbes Top Women Wealth Advisors Best-in-State in KS, published February 2024, data as of September 2023.(3) 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State in KS, published August 2024, data as of March 2024. Research by SHOOK Research LLC.(4) 2024 AdvisorHub Women Advisors to Watch, published June 2024, research by AdvisorHub, data as of December 2023. All ratings: Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
Specialities
Retirement Savings Strategies
Wealth Strategies
Portfolio Reviews
College Savings
Estate & Legacy Strategies
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FAQs
Here are some Frequently Asked Questions about Julia Bartak
What organization is Julia Bartak associated with?
Julia Bartak is associated with Edward Jones.
What is Julia Bartak’s work email address?
Julia Bartak’s professional email address is j**********k@e**********.com. You can also email Julia Bartak by clicking on the contact Julia Bartak.
What is Julia Bartak's phone number?
Julia Bartak's phone number is (913) 236-4433
What is Julia Bartak's title??
Julia Bartak is a Financial Advisor.
What is the position of Julia Bartak in Edward Jones?
Julia Bartak is the Financial Advisor at Edward Jones.