Berkshire Advisors, Inc.

Berkshire Advisors, Inc. (CRD# 122389) is a financial advisory firm headquartered in Wyomissing, PA. They manage $96,642,294 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610
https://jaykemmerer.com/
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $604,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Berkshire Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jay Kemmerer, financial advisor Wyomissing PA
Jay R. Kemmerer
CRD#: 1387729
2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610

Jay Kemmerer (CRD# 1387729) is an Investment Advisor Representative working at Berkshire Advisors, Inc. in Wyomissing, PA and has over 38 years of experience in the finance industry.

2
Travis Speelman, financial advisor Wyomissing PA
Travis L. Speelman
CRD#: 7210474
2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610

Travis Speelman (CRD# 7210474) is an Investment Advisor Representative working at Berkshire Advisors, Inc. in Wyomissing, PA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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