Raymond Karl Berger

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → Present
  Edward Jones
  Jacksonville, FL
• 08/2019 → 01/2020
  Unemployed
  Jacksonville, FL
• 06/2015 → 07/2019
  Tiaa Bank / Everbank
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-05-07

Other Names

• Ray Karl Berger
• Raymond Karl Berger