Jon Berg

(763) 923-2214

Jon is Senior Vice President of Investments, and a twenty year veteran financial consultant. He joined Oak Ridge Financial in 2003 after several years with other firms that have since merged into RBC, Wells Fargo, and UBS. His primary focus is the client, backed by the full service platform of our clearing partner RBC Correspondent Services. Jon studied economics at The University of St. Thomas, and outside of work the math turns to music and his love of guitar.

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Jon Berg - Oak Ridge Financial