Jeffrey Robert Berry

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 08/2020
  Ubs Financial Services Inc
  Fy Myers, FL
• 08/2020 → Present
  Wells Fargo Clearing Services, Llc.
  Fort Myers, FL

Previous Registrations

• 2008-10-06 → 2020-09-08
  Ubs Financial Services Inc.
  Fort Myers, FL
• 2002-07-15 → 2008-10-06
  Wells Fargo Clearing Services, Llc
  Cape Coral, FL
  North Fort Myers, FL
  Cape Coral, FL
  Cape Coral, FL
  Naples, FL
• 1999-06-21 → 2002-07-26
  Prudential Equity Group, Llc
  Ft. Myers, FL

Other Businesses

JRB1268 LLC, INV RELATED, NORTH FORT MYERS, FL, 100% OWNERSHIP, START 8/24/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD INVESTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-23
• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Other Names

• Jeff Berry
• Jeffrey Robert Berry
• Jeffrey R. Berry