John Berry
John Berry is a registered investment advisor at J.P. Morgan Securities LLC, based in Boston, MA, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
50 Rowes Wharf, Floor 03, Boston, MA, 02110
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business Activities
John works as a contractor for Turo, a car sharing marketplace, since January 2025. His responsibilities as a "host" are similar to VRBO, where people can rent his car, dedicating minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Thinkequity LLCBroker
Miller Tabak + CO., LLCBroker
Labranche Financial Services, LLCBroker
Wachovia Capital Markets, LLCBroker
RBC Capital Markets CorporationBroker
RBC Dain Rauscher INC.Broker
Abn Amro Securities LLCBroker
Abn Amro IncorporatedBroker
Garban LLCBroker
G. R. Phelps & CO., INC.Broker
Allmerica Investments, INC.Broker
State Registrations53 states
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.