Jason Edwin Berry

Financial advisor at Edward Jones · Kimberly, WI

Last updated 2026-10-10

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Jason Edwin Berry is a financial advisor at Edward Jones in Kimberly, WI, CRD 4638403. Licenses and exams on the registration: Series 63. IAPD registration began 2003-05-15.

Registration

CRD number
4638403
Registration status
Active
IAPD registration
2003-05-15
Industry Experience
23 years
Work Experience
23 years
States registered
TX, WI

Licenses and exams

  • Series 63

Designations

  • CFP®

Work history

  • 2003-02 to Present · Edward Jones · St. Louis, MO

Current employment

SEC IAPD record for Jason Edwin Berry

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Jason Edwin Berry is a CFP® financial advisor at Edward Jones in Kimberly, WI. Reported securities licenses include Series 63. The latest record indicates 23 years of industry experience and 23 years of reported work history.

SEC disclosures list additional business and community activities: Kimberly Area School District Opeb Investment Committee Combined Locks.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

403 E Kimberly Avenue, Kimberly, WI 54136

1 advisor at this office.

Edward Jones office in Kimberly, WI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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