Advisor at Raymond James & Associates
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Firm
Raymond James & Associates
Location
Cottonwood Heights, UT 84047
Credentials
CFA®, Series 63, Series 65
Industry experience
23 years
John Bergerson is a CFA® charterholder and financial advisor with Raymond James & Associates in Salt Lake City, UT, where he has worked since 2017. He has 23 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the finance committees and boards of trustees for the Jewish Family Service of Utah and Tracy Aviary. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus that includes municipal finance and public-sector services alongside its institutional consulting.
Based on Raymond James & Associates
Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.
Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.
6985 Union Park Ave, Suite 500
Cottonwood Heights, UT 84047
Minnesota · Utah
Raymond James & Associates
2017 - Present (9 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
Wells Fargo Advisors, LLC
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Salt Lake City, UT
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CFP®, Series 63, Series 65
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Series 63
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Affiliated Investment Advisors, Inc.
Series 63, Series 65
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Phibbs Financial
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
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