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Jason Berry, Financial Advisor

FINANCIAL ADVISOR
Jason Berry

CFP®
403 E Kimberly Avenue, Kimberly, WI 54136opens in a new window
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About Jason

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your hard-earned money. Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I joined Edward Jones in 2003 in Weyauwega, WI, before moving to my office in Kimberly, WI, in 2004. My branch partner is senior branch office administrator, Nicole Kostroski, who joined Edward Jones in 2010....

Work History

  • Edward JonesFebruary 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of WI,Stevens PointBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Hockey
  • Cooking

Team Members

  • Nicole Kostroski
    Sr. Branch Office Administrator

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Office Information

Additional Hours

  • Evenings
  • Weekends

Phone

(920) 687-8675

Fax

(888) 643-5412

Office Address

403 E Kimberly Avenue
Kimberly, WI 54136opens in a new window

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