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Jessica Lynn Bergman

TD Securities (usa) LLC

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About Jessica Lynn Bergman

Jessica Bergman is a financial professional with over 30 years of experience in the industry. Jessica is currently registered with TD Securities (USA) LLC, a firm with a focus on providing financial services. Previously, Jessica has held positions at firms such as Credit Suisse Securities (USA) LLC and J.P. Morgan Securities Inc. Jessica is licensed to provide financial advice in multiple states.

Firm Information

Jessica Bergman is currently registered with TD Securities (usa) LLC. TD Securities (USA) LLC is a Limited Liability Company formed in November 2004. The firm is registered in all 50 states, as well as the District of Columbia and Puerto Rico. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

174

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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Jessica Bergman’s Registration & Firm History

NY

06/21/2016 - Present

TD Securities (usa) LLC (NEW YORK NY)

NY

09/17/1996 - 06/27/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

03/01/1995 - 09/05/1996

MYERBERG & COMPANY, L.P. (NEW YORK NY)

NY

06/03/1992 - 02/28/1995

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jessica Lynn Bergman.
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