Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn T. Berry is an active investment advisor representative with a broad range of experience. John T. Berry has been in the industry since 1991, and is currently registered with J.p. Morgan Securities LLC. John T. Berry's previous employment includes several firms including RBC Capital Markets Corporation, ABN AMRO Securities LLC, and Wachovia Capital Markets LLC. John T. Berry holds licenses for both Broker-Dealer and Investment Adviser. John T. Berry is registered in multiple states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
03/30/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
03/21/2011 - 12/15/2011
THINKEQUITY LLC (BOSTON MA)
MA
03/15/2010 - 04/04/2011
MILLER TABAK + CO., LLC (BOSTON MA)
MA
03/31/2009 - 03/12/2010
LABRANCHE FINANCIAL SERVICES, LLC (BOSTON MA)
MA
06/01/2004 - 02/12/2009
WACHOVIA CAPITAL MARKETS, LLC (BOSTON MA)
NY
02/06/2004 - 05/20/2004
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
05/07/2001 - 02/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
04/30/2001 - 05/29/2001
ABN AMRO SECURITIES LLC (NEW YORK NY)
CT
03/31/1997 - 04/30/2001
ABN AMRO INCORPORATED (STAMFORD CT)
NY
05/19/1995 - 04/15/1997
GARBAN LLC (NEW YORK NY)
NA
06/22/1992 - 05/11/1995
G. R. PHELPS & CO., INC.
MA
01/14/1991 - 04/06/1992
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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