Christopher Bergman, financial advisor Madison NJ

Christopher Bergman

CRD Number: 3110664
Current Firm: J.p. Morgan Securities LLC

Christopher Bergman (CRD# 3110664) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, NJ and has over 25 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. Summit, NJ Apr 2021 - Current 2
J.p. Morgan Securities, LLC Summitt, NJ Apr 2021 - Current 2
Unemployed Westfield, NJ Jan 2021 - Mar 2021 < 1
Madison Trust Montvale, NJ Sep 2019 - Dec 2020 1
Signature Financial Group Fairfield, IA Jun 2008 - Oct 2019 11
Cambridge Investment Research, Inc. Fairfield, IA Jun 2007 - Oct 2019 12
Cambridge Investment Research Advisors Fairfield, IA Jun 2007 - Oct 2019 12
Ssp Architectural Group Inc. Bridgewater, NJ Sep 2016 - Sep 2019 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Christopher P. Bergman
Phone Number: 800-999-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • 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, 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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