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Jason Albert Berry

PNC Investments

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About Jason Albert Berry

Jason Albert Berry is a financial advisor with over 23 years of experience in the financial services industry. Jason is currently registered with PNC Investments and has been with them since 2005. Prior to this, Jason held positions at COMMUNITY INVESTMENT SERVICES, INC., and PRUDENTIAL SECURITIES INCORPORATED. Jason has held Series 7, Series 63, and Series 65 licenses as well as the SIE. Jason has a broad range of experience serving clients in various capacities, including individuals, corporations, and institutions. Jason is dedicated to providing clients with personalized financial advice to meet their needs.

Firm Information

Jason Berry is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Berry’s Registration & Firm History

PA

07/29/2005 - Present

PNC Investments (SCRANTON PA)

NY

06/28/2002 - 07/25/2005

COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)

NY

05/28/1999 - 06/27/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Albert Berry. Review regulatory record here.
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