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James Bergeron, J.D.

Advisor Education Specialist
James

About James Bergeron

As an advisor education specialist at Nuveen, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.

Prior to joining Nuveen, Jim was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services. In addition to presenting virtually and in person to audiences of all sizes, Jim is a lecturer and frequent speaker at national and international conferences, where he is often called on to demonstrate unique ways to put wealth management concepts into action.

Jim currently serves on the Northern Regional Council for the American Cancer Society. He holds a B.A. from Augsburg University and a J.D. from Vanderbilt University School of Law.

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