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Jeremy Thomas Bergin

Avantax Investment Services, Inc.

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About Jeremy Thomas Bergin

Jeremy Bergin is a financial advisor registered with Avantax Investment Services, Inc. Jeremy has worked in the financial services industry since 2004. Jeremy has a Series 6, Series 7, and Series 66 license and is registered to sell securities in Florida and Texas. Previously, Jeremy has also been registered with Fidelity Brokerage Services LLC, Fortune Financial Services, Inc., Franklin/Templeton Distributors, Inc., Franklin Templeton Financial Services Corp., ALPS Distributors, Inc., Raymond James & Associates, Inc., and Intersecurities, Inc.

Firm Information

Jeremy Bergin is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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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Jeremy Bergin’s Registration & Firm History

TX

03/20/2024 - Present

Avantax Investment Services, Inc. (DALLAS TX)

RI

07/29/2022 - 02/22/2024

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

FL

04/30/2021 - 06/10/2022

FORTUNE FINANCIAL SERVICES, INC. (St. Petersburg FL)

FL

05/09/2014 - 06/10/2019

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

05/09/2014 - 11/02/2016

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

CO

11/07/2011 - 10/24/2013

ALPS DISTRIBUTORS, INC. (DENVER CO)

FL

01/05/2007 - 10/17/2011

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

03/08/2006 - 08/31/2006

INTERSECURITIES, INC. (OLDSMAR FL)

FL

07/02/2001 - 01/26/2006

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 03/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Thomas Bergin.
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