Quinn Berry (CRD# 7861102) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zega Financial, LLC | Palm Beach Gardens, FL | Aug 2023 - Current | < 1 |
| Smartx Advisory Solutions | West Palm Beach, FL | Nov 2021 - Aug 2023 | 1 |
| Pacific Life | Scottsdale, AZ | Jan 2021 - Oct 2021 | < 1 |
| Silicon Valley Bank | Tempe, AZ | Apr 2017 - Dec 2020 | 3 |
| Everbank | Jacksonville, FL | May 2015 - Apr 2017 | 1 |
| Florida State University | Tallahassee, FL | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- FL
-
Total Assets Under Management2,610MILLIONS
-
Total Number of Accounts1,781ACCOUNTS
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Average Account Value$1,465,370
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI
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