Jonathan Alessandro Berrios

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 08/2022 → Present
  Cerity Partners Llc
  Redwood City, CA
• 08/2012 → 06/2018
  Full Time Education
  Los Angeles, CA
• 11/2017 → 09/2018
  La Vikings Fc
  Los Angeles, CA
• 09/2018 → 06/2022
  Full Time Education
  San Luis Obispo, CA
• 06/2019 → 08/2019
  Iverbe
  Los Angeles, CA
• 09/2019 → 05/2022
  Asi, Inc.
  San Luis Obispo, CA
• 06/2021 → 08/2021
  Bos
  Redwood City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-03

Designations

• Certified Financial Planner