Unclaimed Profile

John Richard Berry

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado

SIE, Series 6, Series 7, Series 26, Series 63, Series 65Clean record22 years registeredICA GROUP WEALTH MANAGEMENT, LLC

2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 2682535Firm CRD# 311419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Richard Berry · DENVER, CO

Registration

CRD #2682535 · ICA GROUP WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2024 – present

LPL FINANCIAL LLC

Jan 2024 – Jan 2024

GRAHAM, TX

ICA GROUP WEALTH MANAGEMENT, LLC

Jul 2021 – Sep 2024

Mineral Wells, TX

LPL FINANCIAL LLC

Nov 2017 – Dec 2023

GRAHAM, TX

INVESTMENT CENTERS OF AMERICA, INC.

May 2006 – Nov 2017

MINERAL WELLS, TX

EDWARD JONES

Aug 2004 – May 2006

FT WORTH, TX

CURIAN CAPITAL, LLC

Aug 2003 – Jul 2004

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · August 29, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ICA GROUP WEALTH MANAGEMENT, LLC

CRD 311419 · SEC 801-120855

AUM

$1.2B

Regulatory assets under management

Employees

6,308 client accounts

Services offered by ICA GROUP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ICA GROUP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Richard Berry offer?

John Richard Berry specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are John Richard Berry's credentials?

John Richard Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Richard Berry located?

John Richard Berry is based in DENVER, Colorado, working with ICA GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does John Richard Berry charge for services?

John Richard Berry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICA GROUP WEALTH MANAGEMENT, LLC?

ICA GROUP WEALTH MANAGEMENT, LLC has approximately 45 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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