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JB

Jonathan David Berry

CRD# 5560679·Registered 2008 - 2022
Previously Registered: Being a previously registered professional could mean that Jonathan 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.

Professional Summary

Jonathan David Berry, who also goes by Jonathan D Berry, was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 2008 - 2022. Jonathan had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan D Berry

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

Past

OMEGA WEALTH PARTNERS, INC.Past·CRD# 152919
RIA
Fort Worth, TX
March 1, 2021 - September 13, 2022
OMEGA SECURITIES, INC.Past·CRD# 7164
BD
Fort Worth, TX
March 1, 2021 - September 13, 2022
KESTRA ADVISORY SERVICES, LLCPast·CRD# 283330
RIA
Fort Worth, TX
April 19, 2016 - February 1, 2021
KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046
BD
Fort Worth, TX
May 4, 2011 - February 1, 2021
KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046
RIA
Fort Worth, TX
May 4, 2011 - September 22, 2016
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
RIA
Ft Worth, TX
March 20, 2009 - May 6, 2011
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Ft Worth, TX
July 25, 2008 - May 6, 2011

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Current Firm

OW
OMEGA WEALTH PARTNERS, INC.

OMEGA WEALTH PARTNERS, INC. | THE OMEGA FINANCIAL GROUP

CRD#: 152919 / SEC#: 801-71846

Contact Information

Main Address

300 Throckmorton Street Suite 1450, Fort Worth, TX 76102

Phone Number

(817) 335-5739

# of Employees

4

Documents

Latest Form ADV

Part 2 Brochures

2020 3 29 ADV 2AB ANNUAL BROCHURE (3/30/2023)

Regulatory Assets Under Management

Total Number of Accounts

648

AUM (Assets Under Management)

$621,435,501

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Fort Worth Public Library Foundation Investment Related: No Address: 500 West 3rd Street Fort Worth TX 76102 Nature of Business: Board Position Title: Board Member Start Date: 1/2/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 5 meetings a year Business Name: The Cause Agency Investment Related: No Address: 440 South Main Street Fort Worth TX 76104 Nature of Business: Board Position Title: Board of Directors Start Date: 1/2/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board Meetings Business Name: Jonathan D. Berry, PLLC Investment Related: No Address: 2300 Ryan Avenue Fort Worth TX 76110 Nature of Business: Legal/Attorney/Trustee/Executor Title: Attorney and Counselor at Law, Sole Member, Owner Start Date: 7/19/2018 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Attorney Business Name: Guardianship Services, Inc Investment Related: No Address: P.O. Box 11481 Fort Worth TX 76110 Nature of Business: Board Position Title: Director Start Date: 2/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Help oversee the organization by directly holding the management accountable. Business Name: Insurance Sales Covenant Insurance Solutions Investment Related: Yes Address: 300 Throckmorton Street, Suite 1450, Fort Worth TX 76102. Nature of Business: Registered Rep Activities through Omega Securities, Inc using a DBA name; Insurance; Investment Advisory services through Omega Wealth Partners, Inc Title: Owner Start Date: 5/2/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Advise clients in transactions dealing with investments and insurance.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2008About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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