Stephen Bergman is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2024-07-02 | present | Yes |
| FIDUCIENT ADVISORS LLC | 2022-07-13 | 2022-08-19 | — |
| FORUM FINANCIAL MANAGEMENT, LP | 2021-01-11 | 2021-07-26 | — |
| SAVANT CAPITAL, LLC | 2020-02-25 | 2020-12-16 | — |
| HUBER FINANCIAL | 2019-02-12 | 2020-08-02 | — |
| VIVALDI CAPITAL MANAGEMENT LP | 2017-11-14 | 2018-04-30 | — |