JAMES ROBERT BERGMAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-07-18 | 2025-03-31 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-24 | 2023-03-28 | — |
| PARK AVENUE SECURITIES LLC | 2017-07-12 | 2018-10-16 | — |