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Jon Erving Berg is a financial advisor professional located in Golden Valley, MN. They specialize in financial advisory. With over 30 years of experience, they bring deep expertise to every client.
Jon Erving Berg - The Oak Ridge Financial Services Group, Inc. holds an active professional license (FINRA CRD) for your protection.
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Jon Erving Berg operates The Oak Ridge Financial Services Group, Inc. in Golden Valley, Minnesota, bringing 30 years of experience in financial advisory services. The firm holds a FINRA CRD license (number 2399821), which regulates broker-dealers and investment advisors operating in the securities industry. With three decades in the field, Berg's practice reflects extensive experience navigating financial markets and client relationships.
A FINRA CRD license indicates that Jon Erving Berg and his firm are registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means the firm operates under FINRA's regulatory framework, which includes compliance requirements, customer protection rules, and ongoing oversight. Clients can verify the firm's registration status and disciplinary history through FINRA's public database, providing transparency into the advisor's regulatory standing and professional background in the securities industry.