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Jay Brant Berger

Investment Adviser Representative at REHMANN WEALTH

Traverse City, MICRD #2433529Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
3 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaIndianaMichigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/31/1993
Series 7
General Securities Representative Examination
Passed 12/27/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Rehmann Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INDEPENDENT WEALTH MANAGEMENT, LLCCurrent
1/25/2011Traverse City, MI
REHMANN WEALTHCurrent
11/12/2010Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC
3/4/201012/31/2010Traverse City, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Brant Berger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jay Brant Berger - Financial Advisor in Traverse City, MI | AdvisorFinder