Best-in-State · rank 101 · Scottsboro, Alabama · listed firm: Raymond James Financial Services
Identity & firm
- Firm — Raymond James Financial Services (high)
- “Raymond James Financial Services” — forbes_shook
- Parent company — Raymond James Financial, Inc. (high)
- “Raymond James Financial Services is a subsidiary of Raymond James Financial, Inc., a diversified financial services company.” — firm_official
- Firm type — wirehouse (high)
- “Raymond James Financial Services is a full-service financial services firm offering comprehensive wealth management, investment advisory, and brokerage services.” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 339 (high)
- “Team Assets (Custodied): $339M” — forbes_shook
- Account minimum ($M) — 0.001 (high)
- “Minimum account size for new business: $1K” — forbes_shook
- Typical client net worth ($M) — 5 (medium)
- “Typical Net Worth of Relationships: $500K-10M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “As a wirehouse advisor at Raymond James Financial Services, Jon Bergman's custodial arrangements are handled at the firm level, not independently.” — firm_official
- Fee model — fee_plus_commission (medium)
- “Raymond James Financial Services offers wealth management services combining asset-based fees and transaction-based commissions typical of traditional wirehouses.” — firm_official
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes 2026 Best-In-State Top Wealth Advisors (rank 101) (high)
- “Jon Bergman, Raymond James Financial Services, Scottsboro, Alabama, ranked 101 on Forbes 2026 Best-In-State Top Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search