Jon Bergman
Jon Bergman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsboro, AL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
601 East Laurel Street, Scottsboro, AL, 35768
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon co-owns Cornerstone Investment Holdings, JRB Financial Holdings, and Wynnewood Properties, LLC, dedicating minimal time to each. He also works as a co-owner, financial advisor, and branch manager for Cornerstone Investment Services, LLC, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations28 states
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