JB
CFP
JB
CFP

Justin Berry

15 Years of Experience
Oregon City, OR
BrokerSells Insurance

Justin Berry is a CFP-designated registered investment advisor, based in Oregon City, OR, with 15 years of industry experience.

Location

Oregon City, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Justin works as an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, dedicating a few hours per week. He also works as a financial professional for North Star Resource Group, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cri Securities, LLC
May 2010 - October 2021 · 11 yrs 5 mos
Securian Financial Services, INC.
May 2010 - August 2023 · 13 yrs 3 mos
Securian Financial Services, INC.Broker
April 2010 - August 2023 · 13 yrs 4 mos
Cri Securities, LLCBroker
April 2010 - October 2021 · 11 yrs 6 mos
State Registrations2 states
MNOR
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.