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John Gerard Berger

Lasalle ST. Investment Advisors, LLC

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About John Gerard Berger

John Gerard Berger has been in the financial services industry since 1985. John is registered as an Investment Advisor Representative with Lasalle ST. Investment Advisors, LLC, and John G Berger Registered Investment Advisor. John has a Series 65, Series 63, Series 3 and Series 7 licenses. John has a branch office at Lasalle ST. Investment Advisors, LLC in Elmhurst, Illinois.

Firm Information

John Berger is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Berger’s Registration & Firm History

IL

12/21/2016 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

FL

11/28/1989 - 05/31/1991

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

NY

07/28/1987 - 12/08/1989

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

05/01/1985 - 08/19/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 08/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/1985

Series 3 - National Commodity Futures Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Gerard Berger.
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