Jay
Berger
Rehmann Wealth
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About this Advisor
Jay Berger is a financial advisor based in Traverse City, Michigan, working with Rehmann Wealth. Jay has previously held positions at Independent Wealth Management, LLC and Rehmann Financial. Jay has passed the Series 63 regulatory exam and is registered to provide services in Indiana and Michigan. Currently, Jay is part of Rehmann Wealth, which operates out of Traverse City, Michigan. The firm has 12 offices and 36 employees. The firm manages assets totaling $3.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rehmann Wealth includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rehmann Wealth Brokerage Details
$3,846,368,000
36
5,272
$729,584
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jay Berger Work History
Independent Wealth Management, LLC
Rehmann Financial
Disclosures
Please visit the SEC profile of Jay Berger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rehmann Wealth
Tawas City, MI
Lansing, MI
Lansing, MI
Troy, MI
Lansing, MI
Lansing, MI
Grand Rapids, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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