M Holdings Securities
44yrs
Top advisor by experience in Prairie Village
9yrs
Based in Prairie Village, Kansas, Julia Bartak is a fiduciary financial advisor with 9 years of industry experience. Julia has been with Edward Jones since 2018. Julia holds the CFP® designation.
One of 81 advisors with offices in Prairie Village, and one of 78 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office4200 Somerset Drive Suite 227, Prairie Village, KS 66208
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowEdward JonesCurrent firm
Contact Julia
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Julia. 4200 Somerset Drive Suite 227Prairie Village, KS 66208Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Julia
Tailored to Julia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Julia
How do I contact Julia?
Call Edward Jones at (314) 515-2000 and ask for Julia Bartak. Julia works from the Prairie Village, KS office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Julia hold?
Series 66. Tap any license on this page to see what it allows.
Is Julia a fiduciary?
Julia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julia paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Julia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Kansas
LPL Financial
40yrs
Top 3% by experience in Kansas
Fortis Capital Advisors
36yrs
Top 5% by experience in Prairie Village
Fortis Capital Advisors
33yrs
Top 6% by experience in Prairie Village
Fortis Capital Advisors
33yrs
Top 7% by experience in Prairie Village