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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.

  1. Truehaven CapitalJul 2024 to now
  2. AccentureOct 2020 to Jun 2024
  3. UnemployedMay 2020 to Oct 2020
  4. StudentAug 2019 to May 2020
  5. USAAMay 2019 to Aug 2019
  6. StudentAug 2018 to May 2019
  7. USAAMay 2018 to Aug 2018
  8. StudentJul 2017 to May 2018
  9. Aspect Wealth ManagementMay 2017 to Jul 2017
  10. 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
Advisor's SEC record (opens in a new tab)
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