James Berg, Jr. is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-03-27 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2013-02-13 | 2023-04-24 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2005-03-15 | 2013-02-13 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2003-04-17 | 2005-04-04 | — |