Jamie Berger (CRD# 5096763) is an Investment Advisor Representative working at Berger Wealth Management, LLC in Naples, FL and has over 16 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berger Wealth Management, LLC | Naples, FL | Feb 2024 - Current | < 1 |
| Stifel Independent Advisors, LLC | Marco Island, FL | Mar 2008 - Feb 2024 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL
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