BB
CFA
BB
CFA
Brett Berry
20 Years of Experience
San Francisco, CA
1 DisclosureBroker
Brett Berry is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 20 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
560 Mission Street, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2024 - Present · 2 yrs 7 mos
J.P. Morgan Securities LLC
September 2023 - Present · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
First Republic Securities Company, LLCBroker
August 2013 - September 2023 · 10 yrs 1 mo
J.P. Morgan Private Wealth Advisors LLC
June 2011 - March 2025 · 13 yrs 9 mos
Bailard, Biehl & Kaiser, INC.
July 2001 - October 2004 · 3 yrs 3 mos
Bb&k Fund Services, INC.Broker
July 1999 - August 2003 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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