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® certification in 2000 after graduating from the College for Financial Planning in Denver, CO.
He is past-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 and two grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.