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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

JEFFREY ROBERT BERRY

Advisor at WELLS FARGO ADVISORS

FORT MYERS, FL | NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:83465ed7-abc8-a265-fb42-a6509cd46510

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 21, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 7, 1999
First registration: Jun 21, 1999
Dual registered: yes, broker-dealer
Other names: JEFF BERRY|JEFFREY ROBERT BERRY|JEFFREY R. BERRY
IAPD individual key: 3228729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Aug 31, 2020	n/a	yes	FORT MYERS, FL\|FORT MYERS, FL\|NAPLES, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 6, 2008	Sep 8, 2020	no	FORT MYERS, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 15, 2002	Oct 6, 2008	no	CAPE CORAL, FL\|NORTH FORT MYERS, FL\|CAPE CORAL, FL\|CAPE CORAL, FL\|NAPLES, FL	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jun 21, 1999	Jul 26, 2002	no	FT. MYERS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Sep 8, 2020	Aug 31, 2020	-8	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	UBS FINANCIAL SERVICES INC.	Oct 6, 2008	Oct 6, 2008	0	Firm change	Wirehouse to wirehouse
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 26, 2002	Jul 15, 2002	-11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:19616:FL:2020-09-08	Sep 8, 2020	Aug 31, 2020	FORT MYERS, FL	Firm change

Relationships

Registered with (3)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2002 to Oct 6, 2008factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 6, 2008 to Sep 8, 2020factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jun 21, 1999 to Jul 26, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83465ed7-abc8-a265-fb42-a6509cd46510
First observed: Jun 21, 1999
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY ROBERT BERRY

Advisor at WELLS FARGO ADVISORS

FORT MYERS, FL | NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:83465ed7-abc8-a265-fb42-a6509cd46510

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

Aug 31, 2020

n/a

yes

FORT MYERS, FL|FORT MYERS, FL|NAPLES, FL

Current employment

UBS FINANCIAL SERVICES INC.

Wirehouse

Oct 6, 2008

Sep 8, 2020

FORT MYERS, FL

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jul 15, 2002

Oct 6, 2008

CAPE CORAL, FL|NORTH FORT MYERS, FL|CAPE CORAL, FL|CAPE CORAL, FL|NAPLES, FL

Previous registration

PRUDENTIAL EQUITY GROUP, LLC

n/a

Jun 21, 1999

Jul 26, 2002

FT. MYERS, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UBS FINANCIAL SERVICES INC.

WELLS FARGO ADVISORS

Sep 8, 2020

Aug 31, 2020

-8

Firm change

Wirehouse to wirehouse

WELLS FARGO ADVISORS

UBS FINANCIAL SERVICES INC.

Oct 6, 2008

Firm change

Wirehouse to wirehouse

PRUDENTIAL EQUITY GROUP, LLC

WELLS FARGO ADVISORS

Jul 26, 2002

Jul 15, 2002

-11

Firm change

Other

Team

Left

Joined

From

Kind

8174:19616:FL:2020-09-08

Sep 8, 2020

Aug 31, 2020

FORT MYERS, FL

Firm change