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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Cerity Partners LLC

Jonathan A. Berrios

CRD 7625501 · New York, NY

At a glance

Jonathan A. Berrios is an investment adviser representative with Cerity Partners LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2022, about 3 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
2022 (3 years)
Designations
Certified Financial Planner
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jonathan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.