Rebecca Ann Berg

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

• 05/2006 → Present
  Edward Jones
  St Louis, MO

Other Businesses

STAR Education Foundation St Croix Falls, WI Start date: 8/6/2013 President Hours per week: 0 Hours during trading: 0 Leading meetings as well as overseeing the newly created foundation; also serve on the Board Development Committee. Glacial Hill Properties, LLC Type of business: Rental Business Saint Croix Falls, WI Start date: 10/15/2020 Member/Owner Hours per week: 2 Hours during trading: 0 Negotiating leases & coordinating contractors for the build out and then the maintenance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-07-14

Designations

• Certified Financial Planner

Other Names

• Rebecca Ann Peer