(763) 923-2214
jberg@oakridgefinancial.com
Jon joined Oak Ridge in 2003 as Vice President of Investments. He
began his career in the financial services industry in 1993 working for Dain
Bosworth (RBC Dain Rauscher). He has previously worked with PSA (Wachovia)
and PaineWebber (UBS). Jon advises high net worth individuals and businesses
on growth, income, and cash management strategies. He believes that hard
work, careful reasoning, and conviction are necessary factors for positive investment
results. He attended the University of St. Thomas. Outside
of work, Jon plays the guitar and has performed at Fine Line and other venues. He
also works with mentally disabled persons.