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professional profile

Jay Brant Berger, CFP

IAR Traverse City, MI CRD 2433529 Last verified October 2026

Overview

Jay Brant Berger is an investment adviser representative based in Traverse City, MI, with 32 years in the industry.

Years in the industry
32
States registered
3
Exams passed
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 3 states
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2010

Book and practice

Firm assets under management on file

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