Jared
Reinstein
Berkshire Money Management, Inc
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About this Advisor
Jared Reinstein is a certified financial planner who works out of Dalton, Massachusetts, with 2 years of industry experience. Reinstein is currently employed by Berkshire Money Management, Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Lpl Financial LLC, Sefcu Credit Union, Del-Sette Capital Managment, Brown And Brown Of New York, Citizens Securities Inc and Berkshire Money Manangement, Inc. Reinstein holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in New York. Berkshire Money Management, Inc is a registered investment firm headquartered in Dalton, MA. The investment advisory business has offices in two locations and a total of 19 people on staff. It oversees $766 million in total assets across its 2,064 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,064 accounts, 29% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees usually are based on which service is provided. Fee types charged by Berkshire Money Management, Inc most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berkshire Money Management, Inc Brokerage Details
$765,618,331
19
2,064
$370,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jared Reinstein Work History
Jared has been registered as a financial advisor for 2 years.*
Berkshire Money Manangement, Inc
Del-Sette Capital Managment
Brown And Brown Of New York
Citizens Securities Inc
Lpl Financial LLC
Sefcu Credit Union
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared Reinstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berkshire Money Management, Inc
Great Barrington, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
