Jonathan Luke Berry
Investment adviser representative at Truehaven Capital
12 yearsExperience
2 statesRegistered in
$62.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truehaven CapitalJul 2024 to now
- AccentureOct 2020 to Jun 2024
- UnemployedMay 2020 to Oct 2020
- StudentAug 2019 to May 2020
- USAAMay 2019 to Aug 2019
- StudentAug 2018 to May 2019
- USAAMay 2018 to Aug 2018
- StudentJul 2017 to May 2018
- Aspect Wealth ManagementMay 2017 to Jul 2017
- StudentNov 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PR, TX).
Truehaven Capital
Legal name: Truehaven Capital, LLC
$62.3MAssets managed
28Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6811449
- Firm CRD
- 332005