Unclaimed Profile

Jason J Reilly

BERKSHIRE ASSET MANAGEMENT, LLC·WILKES-BARRE, Pennsylvania

SIE, Series 7, Series 66Clean record18 years registeredBERKSHIRE ASSET MANAGEMENT, LLC

46 PUBLIC SQUARE, WILKES-BARRE, PA 18701-2609CRD# 5298644Firm CRD# 145463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason J Reilly · WILKES-BARRE, PA

Registration

CRD #5298644 · BERKSHIRE ASSET MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BERKSHIRE ASSET MANAGEMENT, LLC

Dec 2015 – present

PNC INVESTMENTS

Nov 2013 – Dec 2015

WILKES BARRE, PA

PNC INVESTMENTS

Mar 2008 – Aug 2012

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 13, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERKSHIRE ASSET MANAGEMENT, LLC

CRD 145463 · SEC 801-68485

AUM

$2.3B

Regulatory assets under management

Employees

2,333 client accounts

Services offered by BERKSHIRE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BERKSHIRE ASSET MANAGEMENT, LLC →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILKES-BARRE?

Browse all registered financial advisors in WILKES-BARRE, Pennsylvania or claim this profile if it's yours.

Browse WILKES-BARRE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason J Reilly offer?

Jason J Reilly specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILKES-BARRE, Pennsylvania for a consultation.

What are Jason J Reilly's credentials?

Jason J Reilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason J Reilly located?

Jason J Reilly is based in WILKES-BARRE, Pennsylvania, working with BERKSHIRE ASSET MANAGEMENT, LLC. Their office serves clients in the WILKES-BARRE metropolitan area and surrounding communities.

How does Jason J Reilly charge for services?

Jason J Reilly's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERKSHIRE ASSET MANAGEMENT, LLC?

BERKSHIRE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →