Johnny Berry has been an investment adviser representative at Adaptation Financial Advisors since February 2022, and is not listed among the firm’s executive officers or direct owners.
Adaptation Financial Advisors Inc. is an Oklahoma City, OK firm with $234M under management, 690 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Johnny Berry’s longest registration is the current one, 4 years at Adaptation Financial Advisors since 2022. Before joining Adaptation Financial Advisors in 2022, Johnny Berry was registered through Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 4 yearsWesterville, OH · Adviser representative · Firm CRD 309192
- Cambridge Investment Research Advisors, Inc.– · 1 yearWesterville, OH · Adviser representative · Firm CRD 134139
- Morgan Stanley– · 2 yearsColumbus, OH · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearColumbus, OH · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Johnny Berry is registered as an investment adviser representative in Ohio, since February 2022.
- OhioSince 9 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 June 2017 |
| Series 7 | General Securities Representative Examination | 11 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Johnny L Berry
- CRD
- 6751224
- Firm
- Adaptation Financial Advisors · CRD 309192
- Office
- 100 Dorchester Square Suite 102, Westerville, OH 43081
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Johnny Berry work?
Johnny Berry is an investment adviser representative registered through Adaptation Financial Advisors Inc. since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Johnny Berry a financial advisor?
Yes. Johnny Berry has a current investment-adviser registration in Ohio, through Adaptation Financial Advisors since February 2022.
How many years of experience does Johnny Berry have?
Johnny Berry has 9 years in the financial industry, since October 2017, across 4 adviser firms.
What exams has Johnny Berry passed?
Johnny Berry has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited Johnny Berry with the SIE, which began in October 2018.
Where did Johnny Berry work before Adaptation Financial Advisors?
Before Adaptation Financial Advisors, Johnny Berry was registered through Morgan Stanley, July 2019 to October 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2017 to May 2019.
Where is Johnny Berry based?
Johnny Berry’s registered office is in Westerville, OH.
Is Johnny Berry registered with FINRA?
Yes. Johnny Berry has a current broker registration, under CRD 6751224.
Source: FINRA BrokerCheck
How can I verify Johnny Berry’s record?
Search CRD 6751224 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Johnny Berry’s full registration record.
