Amy Jeanne Berry

CRD 4493225 · Edward Jones · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Amy Jeanne Wortman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (1): Missouri
Years in the industry (source record): 16
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4493225 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (10)

From the source registration record · current first

Edward JonesCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Edward JonesCurrent
Kansas City, MO · IA capacity

start not retrieved → present
Edward JonesCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Edward JonesCurrent
Kansas City, MO · IA capacity

start not retrieved → present
Waddell & Reed, Inc.
Independence, MO · IA capacity

Mar 2, 2010 → May 24, 2010
Waddell & Reed, Inc.
Independence, MO · BC capacity

Mar 2, 2010 → May 24, 2010
State Farm Vp Management Corp.
Bloomington, IL · BC capacity

Nov 4, 2008 → Feb 4, 2010
The O.N. Equity Sales Company
Lee's Summit, MO · BC capacity

Aug 21, 2008 → Sep 25, 2008
Lawing Financial Associates, Inc.
Lee's Summit, MO · IA capacity

Aug 28, 2008 → Sep 23, 2008
On Investment Management Co
Lees Summit, MO · IA capacity

Aug 21, 2008 → Aug 29, 2008

Source & corrections

Where this page comes from

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