Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
674 clients
Average Client Portfolio
$322K average
Assets Under Management
$217.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

100 Dorchester Square Suite 102, Westerville, OH, 43081

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Johnny is the sole member of 5 Star Capital LLC, established in January 2025, which holds a rental residential property. He spends minimal time on this business activity.

Employment History
Current Registrations
Adaptation Financial Advisors INC.
February 2022 - Present · 4 yrs
Cambridge Investment Research, INC.Broker
February 2022 - Present · 4 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2022 - July 2023 · 1 yr 5 mos
Morgan StanleyBroker
August 2019 - October 2021 · 2 yrs 2 mos
Morgan Stanley
July 2019 - October 2021 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - May 2019 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - May 2019 · 2 yrs 1 mo
State Registrations8 states
AZFLGAINKYOHSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Johnny L Berry - Financial Advisor | TrueAdvisor