Jason Reilly, financial advisor Wilkes-Barre PA
96 score

Jason Reilly

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Axa Advisors, LLC Moosic, PA Mar 2007 - Dec 2007 < 1
Kings Wilkes Barre, PA Aug 2003 - May 2007 3
Target Corp. Wilkes Barre, PA Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Jason J. Reilly
Phone Number: 570-825-2600
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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