Jerrold Bergner, financial advisor San Diego CA

Jerrold Bergner

CRD Number: 2402897
Current Firm: Scf Investment Advisors, Inc.

Jerrold Bergner (CRD# 2402897) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Scf Securities, Inc. Fresno, CA Oct 2015 - Current 8
Scf Investment Advisors, Inc. Fresno, CA Oct 2015 - Current 8
Edward Jones St Louis, MO Jul 2000 - Sep 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Jan 1994
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jerrold S. Bergner
Phone Number: 559-456-6100
Registered State(s):
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    1,771
    MILLIONS
  • Total Number of Accounts
    7,762
    ACCOUNTS
  • Average Account Value
    $228,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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