Jason Berg
Managing Director - Investments
Jason is a Managing Director – Investments. He provides comprehensive investment and planning advice to individual and institutional clients. His primary responsibilities include client relationships and investment strategies, as well as coordinating with estate planners, accountants and a wide variety of helpful resources across all industries. He prides himself on delivering a customized approach giving his clients a unique, personalized experience.
Jason has received numerous accolades over the years including being named #57 in Missouri (St.Louis category) to Forbes Best-In-State Advisors in 2024 and #6 Forbes Top Next-Gen Wealth Advisor Best-in-State for Missouri for 2024. It is Jason’s mission to create a positive impact and enhance the quality of life for his clients. Along with receiving this recognition from Forbes, Jason is also very committed to helping his community. He is an active board member of the St. Louis Men’s group Against Cancer and the Saint Louis Zoo. Jason has been married for four years to his wonderful wife, Abi and they are the parents of twin boys, Jonathan and Jacob and daughter Isabella.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.