Jon R. Bergman graduated from Auburn University in 2005 with a B.S. degree in Finance. Jon spent three years in the banking industry, during which time he enrolled in the College for Financial Planning, completing their curriculum in 2007. He earned his CFP® designation in 2008. Jon is a member of the Scottsboro Kiwanis Club, serves on the Jackson County United Giver's Fund Board of Directors and attends the Scottsboro Cumberland Presbyterian Church. Jon also currently serves on the Greater Jackson/Scottsboro Chamber of Commerce Board of Directors.
Jim Bergman is a 1976 graduate of Auburn University with a B.S. degree in Business and Marketing. He spent 14 years in the retail furniture business before entering the securities industry in 1992. Jim obtained his CFP® designation in 2000 after graduating from the College for Financial Planning in Denver, CO.
He is currently the president of the Scottsboro Rotary Club, is an elder in the Scottsboro Cumberland Presbyterian Church, serves on the Board of Directors of FNB Bank in Scottsboro, and serves as a board member for the Jackson County Healthcare Authority. Jim and his wife Jane have been married since 1976 and have three sons.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
