Jennifer Berberich
CRD Number: 4654670Current Firm: United Planners' Financial Services Of America A Limited Partner
Jennifer Berberich (CRD# 4654670) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottsdale, AZ | Aug 2015 - Current | 8 |
| O'malley & Berberich Cpas Pc | Scottsdale, AZ | Jul 2015 - Current | 8 |
| O'malley & Berberich Cpas Pc | Scottsdale, AZ | Jan 2003 - Current | 21 |
| O'malley & Berberich Cpas Pc | Scottsdale, AZ | Jan 2003 - Current | 21 |
| Cue | Phoenix, AZ | Jan 2005 - Aug 2015 | 10 |
| O'malley Cpas Pc | Scottsdale, AZ | May 2001 - Jul 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
| S63 | Uniform Securities State Law Examination | Oct 2015 |
- AZ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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