Jeffrey Berg, financial advisor Burlington CO
90 score

Jeffrey Berg

CRD Number: 6040143
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Jeffrey Berg (CRD# 6040143) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Burlington, CO and has over 4 years of experience in the finance industry.

Company Name Location Dates Years
Bancwest Investment Services Greeley, CO Aug 2015 - Current 1
Bank Of The West Greeley, CO Aug 2015 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2014 - Aug 2015 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2014 - Aug 2015 1
Money Concepts Capital Corp Palm Beach Gardens, FL Jan 2013 - Apr 2014 1
Money Concepts International Loveland, CO Aug 2012 - Apr 2014 1
Lifespring Covenant Church Loveland, CO Oct 2000 - Sep 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Jeffrey S. Berg
Phone Number: 800-338-3919
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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