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JB

Jamie Berger

BERGER WEALTH MANAGEMENT
Naples, FL 34110
Some features on this profile are disabled
CRD#: 5096763
JB

Professional summary

Jamie Berger, who also goes by Jamie Bergen, is a registered financial advisor currently at BERGER WEALTH MANAGEMENT, LLC located in Naples, Florida.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jamie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jamie Bergen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Berger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 8, 2024 - Present

BERGER WEALTH MANAGEMENT, LLC

Office #1: 5621 Strand Blvd, Suite 305, Naples, FL 34110
RIA
CRD#: 329239
Naples, FL
Past

April 28, 2008 - March 4, 2024

STIFEL INDEPENDENT ADVISORS, LLC

RIA
CRD#: 28218
NAPLES, FL
Past

March 12, 2008 - March 4, 2024

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
NAPLES, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/2008
General Securities Representative Examination

Current Firm

BW
BERGER WEALTH MANAGEMENT, LLC
BERGER WEALTH MANAGEMENT, LLC

CRD#: 329239 / SEC#:

Florida
Registered Investment Advisory firm - (3/8/2024 Approved)
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Contact information

Main Address
5621 Strand Blvd, Suite 305, Naples, FL 34110
Mailing Address
Phone number
(239) 572-3720
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts494
AUM (Assets Under Management)$ 55,140,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BERGER WEALTH MANAGEMENT, LLC

CRD#: 329239Naples, FL 34110

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