Jason Berry
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Salem, KY
Credentials
Series 66
Industry experience
11 years
About
Jason Berry is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining LPL Financial in 2020. Outside of his advisory work, he is a co-owner of a family cattle farm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
Salem, KY
Most active in
Jason B has reported serving >5 clients in these states in the last 12 months.
Kentucky
Work history
LPL Financial
2020 - Present (6 years)
Edward Jones
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Grant R
Series 63, Series 66
Marion, KY
Edward Jones
Grant Rogers is a financial advisor with Edward Jones in Marion, Kentucky, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and advisory services while operating under a fiduciary standard.
Cullen P
Series 66
Eddyville, KY
Ameriprise
Cullen Pope is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Robert Baird & Co., Jjb Hilliard Wl Lyons LLC, and LPL Financial. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
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