Jeffrey A. Berger

Current Employers

Employment History

• 07/2006 → Present
  Hilliard Lyons
  Evansville, IN
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Evansville, IN

Previous Registrations

• 2006-11-03 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Evansville, IN

Other Businesses

1) TEMPLE ADATH BNAI ISRAEL, INVEST-RELATED, EVANSVILLE IN, COMMUNITY JEWISH TEMPLE, VOLUNTEER FOR FINANCE COMMITTEE AND CULTURAL COMMITTEE, 7/2015, 1 HR/MO, 0 HRS DURING TRADING HRS, DUTIES INCLUDE WE OVERSEE ALL THE FINANCES OF THE TEMPLE AND PLAN THE CULTURAL ACTIVITIES. ALL DECISIONS ARE MADE BY COMMITTEE AND I HAVE NO AUTHORITY THROUGH THE TEMPLE TO ACT ON ACCOUNTS. 2) EVSC Foundation, investment-related, 951 Walnut Street Evansville IN 47713, Charitable Foundation for the EVSC, Treasurer, 1/2015, 10 hrs/month total with 5 of those hrs during trading hrs, duties include serving on the Executive Committee and Board of the EVSC, Overseeing the finances of the EVSC in conjunction with the Executive Committee and the Board. 3) Sonata Properties LLC, 50% owner, purchasing duplexes in Evansville, passive managers, using management company to manage property, start date 12/01/2016, 8118 Alder Ridge, Evansville, IN 47711, 1 hr/mo, 0 hrs/mo trading 4) Thompkins Middle School PTA 1300 West Mill Rd Evansville IN 47710 Start date: 7/1/18 Hours spent: 2 hours/week Hours spent during trading hours: 1 hour/week Role/Responsibility: Treasurer, handle all finances for the group. Non Investment Related 5) University of Evansville Theatre Society 1800 Lincoln Avenue Evansville IN 47712 Start date: 7/1/19 Hours spent: 2 hours/month Hours spent during trading hours: 1 hour/month Role: Treasurer: Work with Theatre department on finances. Investment Related 6) Second Sonata LLC, 1/3 owner, purchasing duplexes in Evansville, passive managers, using management company to manage property, start date 12/31/2019, 8001 Whistler Drive, Evansville, IN 47711, 1 hr/mo, 0 hrs/mo trading Non Investment Related Name/Address: JAB Holdings LLC 8001 Whistler Drive Evansville IN 47711 Start Date: 12/28/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member Non Investment Related Name/Address: Rotary Foundation of Evansville / PO Box 1131, Evansville, IN 47706 Start Date: 7/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member and Treasurer Non Investment Related Name/Address: Vanderburgh County CASA, 600 SE 6th Street, Evansville, IN 47713 Start Date: Jan 01, 2025 Hours Spent Per Month: 1-5; During Trading Hours: 1-5 Role/Responsibility: Investment/Finance Committee Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2006-11-02