Joseph Bergman (CRD# 7100682) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville Beach, FL and has over 4 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Jul 2019 - Current | 4 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jul 2019 - Current | 4 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jul 2019 - Current | 4 |
| First Command Financial Services | Fort Worth, TX | Apr 2019 - Jul 2019 | < 1 |
| Unemployed | Jacksonville, FL | Mar 2019 - Apr 2019 | < 1 |
| City Of Jacksonville | Jacksonville, FL | Jan 2017 - Mar 2019 | 2 |
| City Of Jacksonville | Jacksonville, FL | Aug 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- FL
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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