Associate | Wealth Planner
Current
Sep 2022 - Present
AeroLeads people directory · profile
Jonathan Berrios Email & Phone Number
Associate Wealth Planner at Cerity Partners
at
Cerity Partners
1 work email found
@ceritypartners.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Planner at Cerity Partners
Location
San Francisco, California, United States
Company size
Who is Jonathan Berrios? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Berrios is listed as Associate Wealth Planner at Cerity Partners at Cerity Partners, a with 211 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Jonathan Berrios.
Jonathan Berrios previously worked as Associate | Wealth Planner at Cerity Partners and Facility Supervisor at Cal Poly Associated Students, Inc. Jonathan Berrios holds Bachelor Of Business Administration - Bba, Finance, General from California Polytechnic State University-San Luis Obispo.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Jonathan Berrios's masked contact details.
{first_initial}{last}@ceritypartners.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Berrios. Compare company email patterns before reaching out.
Profile bio
About Jonathan Berrios
As an aspiring personal financial planner, my motivation in life stems from an eagerness to help others. My desire to learn, openness to feedback, and ability to connect with others are my greatest strengths. When I’m not helping people achieve financial freedom, I’m playing soccer, bowling strikes, rooting on FC Barcelona & LA sports teams, or playing board games.Let's connect: jberrios@ceritypartners.com
Current workplace
Jonathan Berrios's current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
6 roles
Jonathan Berrios work experience
A career timeline built from the work history available for this profile.
Facility Supervisor
Sep 2019 - May 2022
Financial Planning Intern
Jun 2021 - Aug 2021
Assistant Director Of Finance
Sep 2020 - Jun 2021
Camp Counselor
Jun 2019 - Aug 2019
Assistant Soccer Coach
Nov 2017 - Sep 2018
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
EN
Eda N.
Colleague at Cerity PartnersPasadena, California, United States
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ND
Nate Dashiell
Colleague at Cerity PartnersSan Francisco Bay Area, United States
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BV
Barbara Vanetti-Passafiume
Colleague at Cerity PartnersUnited States
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JL
Jillian Lam
Colleague at Cerity PartnersNew York, United States
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SP
Steven P. Saunders, Cfa, Caia
Colleague at Cerity PartnersUnited States
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JB
Josh Berdet,
Colleague at Cerity PartnersFranklin, Tennessee, United States
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OC
Olivia Crosswell
Colleague at Cerity PartnersLouisville, Kentucky, United States
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NQ
Neil Quinlan, Cfp®, Pmp
Colleague at Cerity PartnersLouisville, Kentucky, United States
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SB
Shehtaj Bhura
Colleague at Cerity PartnersMorristown, New Jersey, United States
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DC
Dylan Cooper, Cfp®
Colleague at Cerity PartnersSaratoga Springs, New York, United States
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Eda N.
Colleague at Cerity PartnersPasadena, California, United States
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ND
Nate Dashiell
Colleague at Cerity PartnersSan Francisco Bay Area, United States
View →
BV
Barbara Vanetti-Passafiume
Colleague at Cerity PartnersUnited States
View →
JL
Jillian Lam
Colleague at Cerity PartnersNew York, United States
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SP
Steven P. Saunders, Cfa, Caia
Colleague at Cerity PartnersUnited States
View →
JB
Josh Berdet,
Colleague at Cerity PartnersFranklin, Tennessee, United States
View →
OC
Olivia Crosswell
Colleague at Cerity PartnersLouisville, Kentucky, United States
View →
NQ
Neil Quinlan, Cfp®, Pmp
Colleague at Cerity PartnersLouisville, Kentucky, United States
View →
SB
Shehtaj Bhura
Colleague at Cerity PartnersMorristown, New Jersey, United States
View →
DC
Dylan Cooper, Cfp®
Colleague at Cerity PartnersSaratoga Springs, New York, United States
View →
1 education record
Jonathan Berrios education
FAQ
Frequently asked questions about Jonathan Berrios
Quick answers generated from the profile data available on this page.
What company does Jonathan Berrios work for?
Jonathan Berrios works for Cerity Partners.
What is Jonathan Berrios's role at Cerity Partners?
Jonathan Berrios is listed as Associate Wealth Planner at Cerity Partners at Cerity Partners.
What is Jonathan Berrios's email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Jonathan Berrios at Cerity Partners.
Where is Jonathan Berrios based?
Jonathan Berrios is based in San Francisco, California, United States while working with Cerity Partners.
What companies has Jonathan Berrios worked for?
Jonathan Berrios has worked for Cerity Partners, Cal Poly Associated Students, Inc, Bingham, Osborn & Scarborough, Llc, Zeta Beta Tau Fraternity, and Iverbe Day And Sports Camp.
Who are Jonathan Berrios's colleagues at Cerity Partners?
Jonathan Berrios's colleagues at Cerity Partners include Eda N., Nate Dashiell, Barbara Vanetti-Passafiume, Jillian Lam, and Steven P. Saunders, Cfa, Caia.
How can I contact Jonathan Berrios?
You can use AeroLeads to view verified contact signals for Jonathan Berrios at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Berrios attend?
Jonathan Berrios holds Bachelor Of Business Administration - Bba, Finance, General from California Polytechnic State University-San Luis Obispo.
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