J R. Berry
Professional summary
J Robert Berry is a registered financial advisor currently at BERRY ADVISORS GROUP, LLC located in Doylestown, Pennsylvania.
J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. J has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view J Robert Berry's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 24, 2020 - Present
BERRY ADVISORS GROUP, LLC
May 1, 2012 - November 30, 2020
OSAIC FS, INC.
April 11, 1985 - November 30, 2020
OSAIC FS, INC.
October 16, 1980 - April 18, 1985
LINCOLN INVESTMENT
April 27, 1973 - March 26, 1979
BASIL INVESTMENT CORPORATION
July 9, 1971 - June 17, 1973
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
September 4, 1969 - June 17, 1973
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/24/2020)
Exams
Series 7TO
Date: 3/5/2024
General Securities Representative ExaminationSeries 1
Date: 8/25/1969
Registered Representative ExaminationCurrent Firm
BERRY ADVISORS GROUP, LLC
CRD#: 311625 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
