James Berger is a registered investment advisor at Wells Fargo Advisors, based in Barnegat, NJ, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
770 Lighthouse Dr Ste 152-B, [Satellite], Barnegat, NJ, 08005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns rental property with his spouse and spends minimal time as a landlord. He also has 99% ownership in JB Group LLC, a financial practice, dedicating full-time hours to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American International Fund Distributors, INC.Broker
State Registrations16 states
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