Jonathan Patrick Berg
Investment adviser representative at Faircourt Partners, LLC
14 yearsExperience
2 statesRegistered in
$3.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Faircourt Partners, LLCJan 2026 to now
- Principal Life Insurance CompanyOct 2012 to now
- Principal Securities IncOct 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, MN).
Faircourt Partners, LLC
$3.1BAssets managed
97Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5231815
- Firm CRD
- 295508