John Bergerson, CFA®, MBA

Investment Portfolio Associate


As a financial advisor and consultant, John helps guide clients through building portfolios, preserving wealth and making a series of sound financial decisions over time. Whether clients are planning for retirement, saving for education or aiming to grow their assets, John is ready to help.

Having spent 17 years with Albion Financial Group as a vice president, portfolio manager and Chief Compliance Officer, John joined Raymond James in 2017 following two years with Wells Fargo Advisors.

“I wanted the best platform and service solutions for my clients,” John said, “and I feel Raymond James has a very open platform to help me serve my clients to the best of my ability.”

Leaning on his knowledge and experience, John’s philosophy is to keep it simple for the client. He does so by acting as an approachable and insightful resource who can ask hard questions to help clients identify and work toward their goals.

John holds his Chartered Financial Analyst (CFA) designation and an MBA from the University of Utah, Salt Lake City. He earned his Bachelor of Arts in Computer Science from Grinnell College in Iowa.

Outside the office, John sits on the board of trustees for Tracy Aviary and Jewish Family Services. He is an avid mountain and road biker and enjoys hiking and cycling around scenic Utah. A season ticket holder for both the football and basketball teams at the University of Utah, John is also a fan of the theater and live music, and makes wine and home-brewed beer in his free time.

Originally from Minneapolis, Minnesota, John lives in Salt Lake City with his wife, Shawn Kielty. Together they have four children.

Raymond James is not affiliated with any of the organizations listed above.