Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Scottsboro, AL 35768
Credentials
CFP®, Series 66
Industry experience
17 years
Jon Bergman is a CFP®-credentialed financial advisor with Raymond James Financial, based in Scottsboro, AL, where he has 17 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2008. Outside of his advisory role, Bergman is co-owner and branch manager of Cornerstone Investment Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
601 East Laurel Street
Scottsboro, AL 35768
Alabama · Texas
Raymond James Financial
2009 - Present (17 years)
Raymond James Financial Services, Inc
2008 - Present (18 years)
Charter Investment Services
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Pisgah, AL
The McGriff Alliance
Series 63, Series 65
Scottsboro, AL
Cambridge Investment Research Advisors
Series 66
Scottsboro, AL
Raymond James Financial
Series 63, Series 65
Scottsboro, AL
Cambridge Investment Research Advisors
Series 66
Scottsboro, AL
Cetera
Series 66
Rainsville, AL
Edward Jones
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