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Jonathan Patrick Berg

Faircourt Partners, LLC

Lake Bluff, IL

New Brighton, MN

CRD 5231815

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Employer firm

Faircourt Partners, LLC CRD 295508

$3.12B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Faircourt Partners, Llc

10 E. Scranton Ave Suite 203B, Lake Bluff, IL 60044 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APP_PEND_IARCE 2026-01-01
MN RA APP_PEND_IARCE 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

10 E. Scranton Ave Suite 203B, Lake Bluff, IL 60044 • United States

New Brighton, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Minneapolis MN 10/2012 Present
Principal Securities Inc Minneapolis MN 10/2012 Present
  • 10/2012 → Present
    Principal Life Insurance Company
    Minneapolis, MN
  • 10/2012 → Present
    Principal Securities Inc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-16
S63 Uniform Securities Agent State Law Examination 2012-10-25
  • S65 Uniform Investment Adviser Law Examination
    2022-06-16
  • S63 Uniform Securities Agent State Law Examination
    2012-10-25

View on SEC IAPD

Nearby Firms

LANDOLT SECURITIES, INC.
LPL FINANCIAL LLC
SPC

Nearby Investors

VICTOR WALTER TREBULES
GIUSEPPE DEL VECCHIO
Matthew Richard McKiernan

Nearby Offices

LANDOLT SECURITIES, INC. · LAKE BLUFF, IL
LPL FINANCIAL LLC · LAKE BLUFF, IL
SPC · LAKE BLUFF, IL

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