Jerry Russell Berg

Current Employers

Employment History

• 02/2012 → Present
  Capital Group / Capital Client Group, Inc.
  Los Angeles, CA
• 07/2026 → Present
  Diocese Of Nashville
  Nashville, TN

Previous Registrations

• 2009-03-11 → 2012-02-10
  Oneamerica Securities, Inc.
  Indianapolis, IN
• 2006-02-06 → 2007-11-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Evansville, IN

Other Businesses

DIOCESE OF NASHVILLE POSITION: Lay Retirement Chair NATURE: The Diocese of Nashville is a diocese of the Catholic Church in the central part of Tennessee in the United States. Erected in 1837, it is a suffragan diocese of the Archdiocese of Louisville. The bishop is J. Mark Spalding. The Diocese of Nashville is the largest diocese in Tennessee by population INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2026 ADDRESS: 2800 McGavock Pike, Nashville TN 37214, United States DESCRIPTION: (a) Advise diocesan staff on existing policy and proposed changes to policy. (b) Seek out the expertise of local pensionplan professionals regarding quality, pricing, and trends of our diocesan retirement package. (c) Ensure that adequateinformation is available to staff in order to make the best decisions regarding the benefits offered to our employees byour employers. (d) Research, develop, and recommend to the Diocesan staff retirement programs for the employees ofparishes and institutions of the diocese. (e) Respond to request for information from the Diocese Finance Council orBishop of the Diocese of Nashville. (f) Respond to request for information from the Priest Benefit Foundation regardingthe retirement programs for incardinated priests of the Diocese of Nashville. Effective 8/1/2026 I've been asked to Chair the Lay Retirement committee. No other changes to the role or the function.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-03
• S63 Uniform Securities Agent State Law Examination
  2004-06-25