Jennifer Kristen Berberich

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 07/2015 → Present
  O'MAlley & Berberich Cpas Pc
  Scottsdale, AZ
• 01/2003 → Present
  O'MAlley & Berberich Cpas Pc
  Scottsdale, AZ
• 01/2003 → Present
  O'MAlley & Berberich Cpas Pc
  Scottsdale, AZ

Previous Registrations

• 2005-02-17 → 2015-08-10
  Cue Financial Group, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2004-04-22 → 2004-12-31
  Capital Preservation Group Of Az, Inc.
  Scottsdale, AZ

Other Businesses

1.) O'MALLEY & BERBERICH CPAS PC - CPA, SHAREHOLDER, CORP SEC - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SCOTTSDALE, AZ - SINCE 01/2003 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-09
• S65 Uniform Investment Adviser Law Examination
  2003-12-22

Other Names

• Jennifer Kristen Berberich