• John Bergerson, CFA®, MBA

    Investment Portfolio Associate

As Investment Portfolio Associate, John helps guide clients through building portfolios, preserving wealth and making a series of sound financial decisions over time. Whether clients are planning for retirement, selling their business, or transferring their wealth to the next generation, John will be your guide. 

John utilizes his knowledge and experience to allow nonprofits, foundations, and families to spend their time taking the next step forward in their journey toward their true passions and meeting their financial goals. John holds his Chartered Financial Analyst® (CFA®) designation and an MBA from the University of Utah, Salt Lake City. He earned his Bachelor of Arts from Grinnell College. John joined Raymond James in 2017 after spending significant time at Albion Financial Group and Wells Fargo Advisors. Outside the office, John sits on the Board of Trustees for The Tracy Aviary and Jewish Family Services. He is an avid mountain and road biker and enjoys hiking and cycling around scenic Utah.

Originally from Minneapolis, Minnesota, John lives in Salt Lake City with his wife, Shawn and children.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Raymond James is not affiliated with the above organizations and/or charitable causes.