Trevor Michael 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

• 02/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2013 → 01/2024
  Ken Batchelor Cadillac
  San Antonio, TX

Other Businesses

(1) Bergin Investment Management LLC; DBA; 904 S. Main Street, Boerne, TX 78006; Investment Related; Assistant; Scheduling client meetings, preparation for client meetings and generating reports; Start 2/1/2024; 160 hours/month, 160 hours/month during trading. (2) Life Insurance and Fixed Annuity; 27606 Autumn Terrace, Boerne, TX 78006; Not investment related; Insurance Agent; Prospecting, presenting and selling insurance products; Start 2/1/2024. (3) Bergin Financial Group, Inc.; PO Box 2395, Boeme, TX 78006; Not investment related; Life Insurance, Fixed Annuity and Long Term Care; President/Agent; Sales and service of life insurance, fixed annuities and long term care; Start 7/1/2024; 40 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-16