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Jennifer A Bergerson

Stancorp Equities, Inc.

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About Jennifer A Bergerson

Jennifer Bergerson is a financial advisor with over 14 years of experience in the industry. Jennifer is currently registered with Stancorp Equities, Inc. in Portland, OR. Prior to that, Jennifer was registered with Securian Financial Services, Inc. in St. Paul, MN and Riversource Distributors, Inc. in Minneapolis, MN. Jennifer holds Series 7 and Series 63 licenses as well as the SIE exam. She is currently registered in Illinois, Minnesota, North Dakota, South Dakota and Wisconsin.

Firm Information

Jennifer Bergerson is currently registered with Stancorp Equities, Inc.. Stancorp Equities, Inc. is a corporation formed on October 2, 1986. It is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

106

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Bergerson’s Registration & Firm History

OR

01/06/2023 - Present

Stancorp Equities, Inc. (PORTLAND OR)

MN

03/24/2010 - 12/31/2022

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

11/25/2008 - 03/16/2010

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/05/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer A Bergerson.
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