Edward Jones
Joe Bergan, CFP, has been a key figure at Edward Jones since 1999, holding various principal titles, including Principal-Service Insights, Principal-Client Consultation Group, and Principal-Client Depth, along with the role of Financial Advisor. Additionally, Joe served on the Board of Directors for the Foster & Adoptive Care Coalition from January 2015 to December 2022. Joe holds a Bachelor of Business Administration in Accounting from the University of Notre Dame, earned between 1991 and 1995, and has completed the Securities Industry Institute program at The Wharton School.
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