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Jason Christopher Berrie

National Investment Services OF America, LLC

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About Jason Christopher Berrie

Jason Christopher Berrie is a Chartered Financial Analyst and a Registered Investment Advisor with National Investment Services Of America, LLC. Jason has been with National Investment Services Of America, LLC since 2020. Jason has over 17 years of experience in the financial industry.

Firm Information

Jason Berrie is currently registered with National Investment Services OF America, LLC. National Investment Services OF America, LLC is a Milwaukee, WI-based investment advisor with approximately $9.85 billion in regulatory assets under management. The firm provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. The firm serves a variety of client types including corporations, individuals, charitable organizations, pension and profit sharing plans, state and municipal government entities, and investment companies.
National Investment Services OF America, LLC

777 EAST WISCONSIN AVENUE, SUITE 2350

MILWAUKEE, WI 53202

$9.85B

Assets Under Management

Not reported

Total Clients

14

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Berrie’s Registration & Firm History

WI

03/02/2020 - Present

National Investment Services OF America, LLC (MILWAUKEE WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Christopher Berrie.
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