Role at National Investment Services of America
- Title on Schedule A
- Chief Investment Officer, Director
- Control
- Jason Berrie is a control person of National Investment Services of America.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jason Berrie has held the filed role since October 2020.
The firm
Form ADV filed 1 May 2026
Career on record
Jason Berrie has been registered through National Investment Services of America since March 2020, and before that through National Investment Services, Inc.
- – present · 7 yearsMilwaukee, WI · Adviser representative · Firm CRD 307169
- National Investment Services, Inc– · 2 yearsMilwaukee, WI · Adviser representative · Firm CRD 111746
Registrations and exams
Jason Berrie has a current investment-adviser registration in Wisconsin and has passed 0 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Wisconsin | Investment adviser representative | Approved | 2 March 2020 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
No examinations are on Jason Berrie’s record.
Individual record
- Full name
- Jason Christopher Berrie
- CRD
- 4743839
- Registration status
- Investment adviser registration
- Office
- 777 EAST WISCONSIN AVENUE, SUITE 2350, Milwaukee, WI 53202
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jason Berrie work?
Jason Berrie has been Chief Investment Officer, Director of National Investment Services of America, LLC since October 2020, and is a control person of the firm.
Is Jason Berrie a financial advisor?
Yes. Jason Berrie has a current investment-adviser registration in Wisconsin, through National Investment Services of America since March 2020, as of 18 October 2026.
How many years of experience does Jason Berrie have?
Jason Berrie has worked in the financial industry for 8 years as of 18 October 2026, counted from 8 May 2018, across 2 adviser firms.
Where did Jason Berrie work before National Investment Services of America?
Before National Investment Services of America, Jason Berrie was registered through National Investment Services, Inc, May 2018 to March 2020.
Where is Jason Berrie based?
Jason Berrie’s registered office is in Milwaukee, WI.
Leadership at National Investment Services of America
- Bartlett McCartinChief Executive Officer, Principal, Managing Partner, Director
- Scott Van LithChief Financial Officer
- Natalie AbbottChief Compliance Officer
- Mark AndersonChief Strategy Officer
- Robert BrooksPrincipal, Director
- John FremgenPrincipal, Managing Partner, Director
- Rebecca HarrisDirector
- Norman SidlerPrincipal, Managing Partner, Director
- Mark SteenPrincipal, Managing Partner
- Gregory StummDirector