JB
Jay Brant Berger
CRD 2433529
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Rehmann Capital Advisory Group, Llc | Registered representative | 07/20/2026 |
| Independent Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Independent Wealth Management, Llc
Member · 25% – 50% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗