Jonathan Luke Berry

Current Employers

Truehaven Capital

1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 • United States

Current Registrations

Authority	Category	Status	Date
PR	RA	APPROVED	2025-02-17
TX	RA	APPROVED	2025-02-17

PR RA
APPROVED

Since 2025-02-17
TX RA
APPROVED

Since 2025-02-17

Branch Locations

Richardson, TX • United States

1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Aspect Wealth Management	San Antonio	TX	05/2017	07/2017
Usaa	San Antonio	TX	05/2018	08/2018
Usaa	San Antonio	TX	05/2019	08/2019
Accenture	Dallas	TX	10/2020	06/2024
Truehaven Capital	Bradenton	FL	07/2024	05/2025
Student	San Antonio	TX	07/2017	05/2018
Student	San Antonio	TX	11/2014	05/2017
Student	San Antonio	TX	08/2018	05/2019
Student	San Antonio	TX	08/2019	05/2020
Unemployed	Dallas	TX	05/2020	10/2020
Truehaven Capital	Franklin	TN	05/2025	Present

05/2017 → 07/2017

Aspect Wealth Management

San Antonio, TX
05/2018 → 08/2018

Usaa

San Antonio, TX
05/2019 → 08/2019

Usaa

San Antonio, TX
10/2020 → 06/2024

Accenture

Dallas, TX
07/2024 → 05/2025

Truehaven Capital

Bradenton, FL
07/2017 → 05/2018

Student

San Antonio, TX
11/2014 → 05/2017

Student

San Antonio, TX
08/2018 → 05/2019

Student

San Antonio, TX
08/2019 → 05/2020

Student

San Antonio, TX
05/2020 → 10/2020

Unemployed

Dallas, TX
05/2025 → Present

Truehaven Capital

Franklin, TN

Other Businesses

Citizen Scorecard; Co-Founder; Coppell, TX; since 03/2026; Non-investment related; Member and Manager, Development work (coding), marketing work, sales work; 10 hours per month; 0 hours during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-15

S65 Uniform Investment Adviser Law Examination

2025-02-15