J Severin Bergeron, financial advisor Boston MA

J Severin Bergeron

CRD Number: 4287390
Current Firm: Santander Securities

J Severin Bergeron (CRD# 4287390) is an Investment Advisor Representative working at Santander Securities in Boston, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Jan 2019 - Current 5
Santander Bank, Na Boston, MA Feb 2017 - Current 7
Santander Securities, LLC Dorchester, MA Feb 2017 - Jan 2019 1
Bank Of America, N.a. Lincoln, RI Aug 2014 - Jan 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Jul 2014 - Jan 2017 2
Axa Advisors, LLC New York, NY Dec 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for J Severin Bergeron
Phone Number: (866)-736-6475
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    1,849
    MILLIONS
  • Total Number of Accounts
    9,808
    ACCOUNTS
  • Average Account Value
    $188,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, WY

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