Jason Ross Berger

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2014 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2014 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2024 → Present
  Iris
  New York, NY
• 08/2024 → 09/2025
  Shp Legacy, Llc
  Greenville, SC

Other Businesses

Entity Name: THE ARK Investment related: Yes Address: Bentonville AR Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate investment. I will not hold a role. Entity Name: MODERN CITY INDUSTRIAL Investment related: No Address: https://www.rangegrp.com/ 3175 Commercial Ave, Suite 211 Northbrook, Illinois 60062 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/02/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Range Group is a real estate owner operator developer. I am a silent investor in a real estate development project in Chicago Entity Name: Iris Investment related: No "Address: New York New York 10003 https://heyiris.ai/" Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 07/29/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am investing in a early stage AI company. Its a friends business, and i will have no active involvement in the company

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-05
• S63 Uniform Securities Agent State Law Examination
  2014-09-29

Other Names

• Jason Berger
• Jason R Berger