Jason Berghold (CRD# 5651677) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheektowaga, NY and has over 15 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Cheektowaga, NY | Jun 2019 - Current | 4 |
| Cetera Adviser Networks LLC | El Segundo, CA | Jun 2019 - Current | 4 |
| Cetera Advisers LLC | Greenwood Village, CO | Jun 2019 - Current | 4 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2019 - Current | 4 |
| Foresters Financial Services, Inc. | Cheektowaga, NY | Feb 2019 - Jun 2019 | < 1 |
| Foresters Financial Services Inc. | Buffalo, NY | Jul 2017 - Feb 2019 | 1 |
| Evans Bank | Hamburg, NY | Mar 2017 - Jul 2017 | < 1 |
| Key Investment Services LLC | Buffalo, NY | Jan 2015 - Mar 2017 | 2 |
| Keybank | Depew, NY | Mar 2011 - Jan 2015 | 3 |
| Key Investment Services LLC | Buffalo, NY | Mar 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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