Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric M Bergson is an investment advisor representative at J.p. Morgan Securities LLC. Eric has been working in the financial services industry since 2003. Eric is registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Eric holds the Series 3, 7, 9, 16, 24, 63, and 65 licenses. Eric has experience working at J.P. MORGAN SECURITIES INC. and BANC ONE CAPITAL MARKETS, INC. Eric is also a member of the Investment Committee at Anshe Emet Synagogue. Eric has experience providing investment advice to individuals, corporations, insurance companies, and charitable organizations. Eric specializes in portfolio management and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
01/24/2023 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
08/02/2004 - 03/12/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
10/03/2003 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IA
Issued 08/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/13/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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