# BERGMAN JUDSON T

BERGMAN JUDSON T appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [ENVESTNET PORTFOLIO SOLUTIONS, INC.](https://search.stillhousedata.com/firm/109662) | CHAIRMAN, CEO AND DIRECTOR | BERWYN, PA |
| — | Form ADV | [ENVESTNET ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111694) | CHAIRMAN, CEO AND DIRECTOR | BERWYN, PA |
| — | Form ADV | [FDX ADVISORS, INC.](https://search.stillhousedata.com/firm/104601) | CHIEF EXECUTIVE OFFICER AND DIRECTOR | BERWYN, PA |
| — | Form ADV | [ERS, INC.](https://search.stillhousedata.com/firm/167052) | CHAIRMAN, CEO AND DIRECTOR | CHICAGO, IL |
| — | Form ADV | [UPSIDE FINANCIAL, LLC](https://search.stillhousedata.com/firm/173084) | PRESIDENT | CHICAGO, IL |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.