Jonathan David Berman

Current Employers

Employment History

• 11/2012 → Present
  Squire S. Burke, Inc
  Fullerton, CA
• 06/2013 → 11/2016
  H.D. Vest Investment Services
  Fullerton, CA
• 05/2013 → 11/2016
  H.D. Vest Insurance Agency Inc.
  Fullerton, CA
• 06/2013 → 11/2016
  H.D. Vest Advisory Services
  Irvine, CA
• 08/2017 → Present
  Irontree Wealth Management, Inc.
  Fullerton, CA
• 08/2012 → Present
  Irontree Insurance Services
  Fullerton, CA

Previous Registrations

• 2013-06-11 → 2016-11-30
  Avantax Advisory Services
  Irvine, CA
• 2010-12-15 → 2012-08-08
  Foresters Equity Services, Inc.
  Irvine, CA
  Cerritos, CA
• 2004-09-27 → 2009-01-20
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

IRONTREE INSURANCE SERVICES~INSURANCE AGENCY~'NIR'~613 E. CHAPMAN AVE~ ~FULLERTON~CA~92831~INDEPENDENT INSURANCE AGENT~INSURANCE SALES AGENT~5/2013~10HRS~10HRS~INSURANCE AGENT-PROVIDING INSURANCE SERVICES TO CLIENTS~~SQUIRE S. BURKE , INC~'NIR'~613 E. CHAPMAN AVE~ ~FULLERTON~CA~92831~TAX PREPARATION/ACCOUNTING~TAX PREPARATION/ACCOUNTING~11/2012~80HRS~80HRS~EA- TAX PREPARATION AND BOOKKEEPING

Exams

• S66 Uniform Combined State Law Examination
  2003-06-22

Designations

Other Names

• Jonathan Berman