John Berkley, financial advisor Janesville WI

John Berkley

CRD Number: 809543
Current Firm: Uncommon Cents Investing

John Berkley (CRD# 809543) is an Investment Advisor Representative working at Uncommon Cents Investing in Janesville, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Uncommon Cents Investing Janesville, WI Oct 2017 - Current 4
Highland Capital Brokerage Brookfield, WI Mar 2000 - Oct 2017 17
Sii Investments, Inc. Appleton, WI Jan 1977 - Oct 2017 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for John D. Berkley
Phone Number: 608-563-2437
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    319
    MILLIONS
  • Total Number of Accounts
    858
    ACCOUNTS
  • Average Account Value
    $372,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, WI

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