First Command Jacksonville Beach
Joey BergmanMBA
First Command Financial Advisor
Contact
(904) 246-8011
(904) 249-8667
320 1st Street N.
Suite 601
Jacksonville Beach, Florida, 32250
About Joey
Joey Bergman joined First Command Financial Services as a Financial Advisor in March 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.
Joey has a Master’s degree in Business Administration with an Accounting & Finance concentration from Jacksonville University and a Bachelor’s degree in Business Administration from College of Charleston. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in FL, GA, SC, NC, NJ, OR, TX, MS, OH.
Joey is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.
Active in his community, Joey is a member of Leadership JAX, IMPACT JAX, and the Mayor's Young Advisory Council.
In his free time, Joey enjoys baseball, cooking, and golf.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Joey has a Master’s degree in Business Administration with an Accounting & Finance concentration from Jacksonville University and a Bachelor’s degree in Business Administration from College of Charleston. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in FL, GA, SC, NC, NJ, OR, TX, MS, OH.
Joey is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.
Active in his community, Joey is a member of Leadership JAX, IMPACT JAX, and the Mayor's Young Advisory Council.
In his free time, Joey enjoys baseball, cooking, and golf.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Joey Focuses in:
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
CLIENT STORIES
As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
Committed
First Command's greatest strength is their commitment to their clients.
Knowledgeable
In addition to providing support to me, Joey provided financial guidance to my adult children…
Trustworthy
He has become a trusted advisor and go to for many of my financials decisions.
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.