Jon Bergman, financial advisor Scottsboro AL

Jon Bergman

CRD Number: 5536485
Current Firm: Raymond James Financial Services Advisors, Inc.

Jon Bergman (CRD# 5536485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Scottsboro, AL and has over 15 years of experience in the finance industry. Jon Bergman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cornerstone Investment Holdings, LLC Scottsboro, AL Jan 2022 - Current 2
Jrb Financial Holdings, LLC Scottsdale, AL Mar 2021 - Current 3
Cornerstone Investment Services, LLC Scottsboro, AL Jan 2020 - Current 4
Raymond James Financial Services Advisors, Inc. Scottsboro, AL Jan 2009 - Current 15
Raymond James Financial Services, Inc. Scottsboro, AL Aug 2008 - Current 15
Charter Investment Services Scottsboro, AL May 2008 - Jun 2017 9
Scottsboro Chamber Of Commerce Board Scottsboro, AL Apr 2011 - Mar 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jon R. Bergman
Phone Number: 727-567-3020
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
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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