# Stephen Bergman

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2024-07-02 | present | Yes |
| [FIDUCIENT ADVISORS LLC](https://search.stillhousedata.com/firm/106720) | 2022-07-13 | 2022-08-19 | — |
| [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | 2021-01-11 | 2021-07-26 | — |
| [SAVANT CAPITAL,  LLC](https://search.stillhousedata.com/firm/107271) | 2020-02-25 | 2020-12-16 | — |
| [HUBER FINANCIAL](https://search.stillhousedata.com/firm/153747) | 2019-02-12 | 2020-08-02 | — |
| [VIVALDI CAPITAL MANAGEMENT LP](https://search.stillhousedata.com/firm/160150) | 2017-11-14 | 2018-04-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6057449)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6057449.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.