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Jamie Berger

Berger Wealth Management, LLC

Naples, FL

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Current Employers
Berger Wealth Management, Llc

5621 Strand Blvd, Suite 305, Naples, FL 34110 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-08
  • FL RA
    APPROVED
    Since 2024-03-08

Branch Locations

5621 Strand Blvd, Suite 305, Naples, FL 34110 • 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
Stifel Independent Advisors, Llc Marco Island FL 03/2008 02/2024
Berger Wealth Management, Llc Naples FL 02/2024 Present
Previous Registrations
Other Businesses

Independent insurance agent; 5621 Strand Blvd, Suite 305, Naples, FL 34110; selling insurance products since 06/2008; 10 hrs/mo

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-22
  • S66 Uniform Combined State Law Examination
    2008-04-22
Other Names
  • Jamie Bergen

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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