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James Gregory Berry

ICE Bonds Securities Corp.

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About James Gregory Berry

James Gregory Berry is a financial professional with over 30 years of experience in the industry. James is currently registered with Ice Bonds Securities Corp. James has held previous positions with firms such as Dinosaur Financial Group, L.L.C, Citigroup Global Markets Inc., CitiCorp Investment Services, and Kirlin Securities Inc. James has a broad range of experience, holding licenses in multiple states, including Georgia, Louisiana, New York, Ohio, and Virginia. James also holds multiple securities licenses including Series 7, 52, 63, 24, and 53.

Firm Information

James Berry is currently registered with ICE Bonds Securities Corp.. ICE Bonds Securities Corp. is a Corporation formed on April 18, 2002. It is currently approved and registered in Georgia, Louisiana, New York, Ohio, and Virginia. The firm has 1 approved SEC registration and 5 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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James Berry’s Registration & Firm History

NY

09/19/2022 - Present

ICE Bonds Securities Corp. (New York NY)

NY

09/10/2019 - 11/12/2020

DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)

NY

12/06/2001 - 06/10/2019

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/27/1994 - 11/20/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

12/06/1991 - 12/06/1993

KIRLIN SECURITIES INC. (SYOSSET NY)

IL

08/15/1986 - 01/29/1991

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/15/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1991

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1986

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Gregory Berry.
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