Jason
Berrie
National Investment Services Of America, LLC
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About this Advisor
Jason Berrie is a chartered financial analyst based out of Milwaukee, Wisconsin with a total of 3 years of relevant experience. Berrie currently works for National Investment Services Of America, LLC. Throughout their career, they have worked at National Investment Services Of America, LLC and National Investment Services, Inc. Berrie is registered to operate in Wisconsin. National Investment Services Of America, LLC is an advisory firm based out of Milwaukee, WI. The company has a total of 37 employees. It oversees $8 billion in total assets between its 302 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 49 charities and foundations. The business offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice usually vary depending on the type of financial services provided. However, fees billed by National Investment Services Of America, LLC likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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National Investment Services Of America, LLC Brokerage Details
$7,925,313,000
37
302
$26,242,758
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jason Berrie Work History
Jason has been registered as a financial advisor for 3 years.*
National Investment Services Of America, LLC
National Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Berrie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at National Investment Services Of America, LLC
Chicago, IL
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
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