Ameriprise Financial Services
47yrs
Top advisor by experience in New Brighton
14yrs
Jonathan Berg is a fiduciary financial advisor in New Brighton, Minnesota, with 14 years in the industry. After eight years at Principal Securities, Jonathan joined Faircourt Partners in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Faircourt Partners reports being paid through a percentage of assets and flat fees.
One of 95 advisors with offices in New Brighton, and one of 77 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
OfficeNew Brighton, MN
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.27 million
Advisors at the firm4
States licensed ?1 state
Services through Faircourt Partners
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowFaircourt Partners, LLCCurrent firm
- 2014 – 2022Principal Securities, Inc.Previously
Contact Jonathan
(312) 819-5010Firm headquarters in Lake Bluff, IL. Ask for Jonathan. New Brighton, MNOffice · Get directions Facebook pageFaircourt PartnersIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Faircourt Partners at (312) 819-5010 and ask for Jonathan Berg. Jonathan works from the New Brighton, MN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Faircourt Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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