First Command Financial Advisor - Joey Bergman, MBA

Business Information
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.”




Specialties:
Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions