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 #48 in Missouri (St.Louis category) to Forbes Best-In-State Advisors in 2023 and #3 Forbes Top Nex-Gen Wealth Advisor Best-in-State for Missouri for 2022. 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 three years to his wonderful wife, Abi and they are the parents of twin boys, Jonathan and Jacob.
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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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. Fee paid for use of logo.
The Forbes Top Next-Gen Wealth Advisors Best-in-State 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.