Jonathan D. Berry
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan David Berry, who also goes by Jonathan D Berry, was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2008. Jonathan had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 1, 2021 - September 13, 2022
OMEGA WEALTH PARTNERS, INC.
March 1, 2021 - September 13, 2022
OMEGA SECURITIES, INC.
April 19, 2016 - February 1, 2021
KESTRA ADVISORY SERVICES, LLC
May 4, 2011 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
May 4, 2011 - February 1, 2021
KESTRA INVESTMENT SERVICES, LLC
March 20, 2009 - May 6, 2011
MSI FINANCIAL SERVICES, INC.
July 25, 2008 - May 6, 2011
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
OMEGA WEALTH PARTNERS, INC.
CRD#: 152919 / SEC#: 801-71846
Contact information
Regulatory assets under management
| Total Number of Accounts | 648 |
| AUM (Assets Under Management) | $ 621,435,501 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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