Jason Reilly (CRD# 5298644) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 16 years of experience in the finance industry. Jason Reilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Im Global Us Distributors, LLC | El Segundo, CA | Oct 2023 - Current | < 1 |
| Berkshire Asset Management, LLC | Wilkes-barre, PA | Dec 2015 - Current | 8 |
| Pnc Investments LLC | Wilkes Barre, PA | Oct 2013 - Dec 2015 | 2 |
| Pnc Bank | Wilkes Barre, PA | Oct 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- PA
-
Total Assets Under Management2,312MILLIONS
-
Total Number of Accounts2,333ACCOUNTS
-
Average Account Value$991,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI
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