Chase Christopher Bergin

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 08/2021 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL
• 06/2021 → 08/2021
  Unemployed
  San Antonio, TX
• 07/2019 → 06/2021
  David Weekley Homes
  San Antonio, TX
• 05/2019 → 07/2019
  Unemployed
  San Antonio, TX
• 12/2016 → 05/2019
  Ken Batchelor Cadillac
  San Antonio, TX
• 08/2012 → 12/2016
  Student - Texas A&M University
  College Station, TX
• 12/2012 → 10/2016
  Texas A&M University System
  College Station, TX

Other Businesses

(1) Bergin Investment Management; DBA; 904 S. Main Street, Boerne, TX 78006; Investment related; Licensed Assistant; Client services - administration and support; Start 8/31/2021; 40 hrs/wk, 40 hrs/wk during trading. (2) Chase Bergin; Not investment related; 20202 Cresta Avenida, Apt 11201, San Antonio, TX 78256; Insurance & Annuity sales; Start 8/2021; 10 hrs/mo, 10 hr/mo during trading. (3) Bergin Financial Group, Inc.; Not investment related; PO Box 2395, Boeme, TX 78006; Life insurance, Fixed annuity and Long term care insurance sales; Secretary/Agent; Start 7/1/2024; 40 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-24