What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 3pm

Edward Jones - Financial Advisor: Heather Bergen

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Lees Summit, MO
Edward Jones - Financial Advisor: Heather Bergen

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Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

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11/02/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones® Everyday Solutions Checking and Credit Cards powered by U.S. Bank®.

Learn more: https://bit.ly/4iieVnH

10/29/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3W96L8x

10/27/2026

Proud to be part of the Kansas City Walk to End Alzheimer’s.

Together, we can make a difference. 💜

10/26/2026

With the increased prevalence and sophistication of fraud and cybercrimes, our cyber security and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected. Learn more at https://bit.ly/4jIe2pG

10/22/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4iiMbdn

10/20/2026

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role

Learn more about the responsibilities of caring for another person's financial wellbeing.

10/15/2026

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better prepare for our first meeting.

Planning for your financial future? Our Starting Point tool can help you take the first steps.

10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4s18hFq

10/12/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Address

192 Nw Oldham Parkway
Lees Summit, MO
64081

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 3pm

Website

http://www.edwardjones.com/heather-bergen

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