Jack BerryCRD Number: 5360976
Current Firm: Nbc Securities, Inc.
Jack Berry (CRD# 5360976) is an Investment Advisor Representative working at Nbc Securities, Inc. in Windermere, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Nbc Securities Inc.||Winter Park, FL||Apr 2012 - Current||5|
|Jack M Berry Inc.||Windermere, FL||May 2010 - Current||7|
|Btig, LLC||New York, NY||Aug 2008 - Apr 2010||1|
|University Of Florida||Gainesville, FL||Jun 2004 - May 2008||3|
|Banc Of America Securities||New York, NY||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management992MILLIONS
Total Number of Accounts3,202ACCOUNTS
Average Account Value$309,806
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV