Jason ReillyCRD Number: 5298644
Current Firm: Berkshire Asset Management, LLC
Jason Reilly (CRD# 5298644) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 10 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.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Berkshire Asset Management, LLC||Wilkes-barre, PA||Dec 2015 - Current||2|
|Pnc Investments LLC||Wilkes Barre, PA||Oct 2013 - Current||4|
|Pnc Bank||Wilkes Barre, PA||Oct 2013 - Current||4|
|Pnc Wealth Management||Wilkes Barre, PA||Aug 2012 - Oct 2013||1|
|Pnc Bank||Philadelphia, PA||Apr 2010 - Aug 2012||2|
|Pnc Investments||Philadelphia, PA||Dec 2007 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management1,321MILLIONS
Total Number of Accounts1,312ACCOUNTS
Average Account Value$1,006,621
- 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 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, DE, FL, IL, KY, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI
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