![Raymond Berger, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
Raymond Berger (CRD# 7221387) is an Investment Advisor Representative working at Edward Jones in Saint Augustine, FL and has over 4 years of experience in the finance industry.
![Catherine Stone, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
CRD# 2725491
Ameriprise Financial Services, LLC
![David Adams, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
CRD# 1575083
Ameriprise Financial Services, LLC
![Jonathan Adamski, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | Jacksonville, FL | Feb 2020 - Current | 4 |
Unemployed | Jacksonville, FL | Aug 2019 - Jan 2020 | < 1 |
Tiaa Bank / Everbank | Jacksonville, FL | Jun 2015 - Jul 2019 | 4 |
Everbank | Jacksonville, FL | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- FL
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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