Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Nils Berg is a financial advisor at U.s. Bancorp Investments, Inc. with over 20 years of experience in the financial services industry. Jonathan is licensed to provide investment advice in multiple states across the U.S. and holds a variety of industry certifications. In addition to offering a range of financial planning services, Jonathan specializes in portfolio management for both businesses and individuals. Jonathan has previously worked at PIPER JAFFRAY & CO., CANACCORD ADAMS INC., OMNI BROKERAGE, INC., and WADDELL & REED, INC.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
08/24/2018 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
12/15/2009 - 04/03/2017
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
07/13/2006 - 07/06/2009
CANACCORD ADAMS INC. (NEW YORK NY)
MN
07/11/2005 - 04/11/2006
OMNI BROKERAGE, INC. (MINNEAPOLIS MN)
KS
03/06/2003 - 07/18/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/22/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Berg is the right advisor for you? Invested Better is here to help.
