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Jason Christopher Berrie

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC·MILWAUKEE, Wisconsin
Unclaimed Profile
777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI 53202CRD# 4743839Firm CRD# 307169
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About

Jason Christopher Berrie is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
AUM
$9.8B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4743839
Firm CRD# 307169
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Christopher Berrie offer?
Jason Christopher Berrie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Jason Christopher Berrie's credentials?
Jason Christopher Berrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Christopher Berrie located?
Jason Christopher Berrie is based in MILWAUKEE, Wisconsin, working with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Jason Christopher Berrie charge for services?
Jason Christopher Berrie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONAL INVESTMENT SERVICES OF AMERICA, LLC?
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC has approximately 35 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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