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Jason Berry

BERRY WEALTH GROUP, LP·GRANBURY, Texas
Unclaimed Profile
920 WHITEHEAD DR., GRANBURY, TX 76048CRD# 7778536Firm CRD# 327346
01

About

Jason Berry is a registered financial advisor based in GRANBURY, Texas, affiliated with BERRY WEALTH GROUP, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERRY WEALTH GROUP, LP
BERRY WEALTH GROUP
AUM
$230M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BERRY WEALTH GROUP, LP →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7778536
Firm CRD# 327346
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Berry offer?
Jason Berry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANBURY, Texas for a consultation.
What are Jason Berry's credentials?
Jason Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Berry located?
Jason Berry is based in GRANBURY, Texas, working with BERRY WEALTH GROUP, LP. Their office serves clients in the GRANBURY metropolitan area and surrounding communities.
How does Jason Berry charge for services?
Jason Berry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERRY WEALTH GROUP, LP?
BERRY WEALTH GROUP, LP has approximately 6 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRANBURY
Michelle Leigh Berry — BERRY WEALTH GROUP, LP
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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