Jason
Bergey

Brookstone Wealth Advisors, LLC

CRD#2827188
Investment Advisor
in Camp Hill, PA

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About this Advisor

Jason Bergey is a financial advisor based out of Camp Hill, Pennsylvania with 10 years of industry experience. Bergey is an advisor for Brookstone Wealth Advisors, LLC. Bergey has gained experience at Equity Services, Inc, National Life Of Vermont, Retirement Wealth Advisors, Inc, Key Advisors Group, Pennsylvania Wealth Management, Jason Bergey and Gf Management. Bergey maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Pennsylvania and Texas. Brookstone Wealth Advisors, LLC is a registered investment firm operating out of Wheaton, IL. The investment advisory business has offices in 172 locations and a total of 198 people on staff. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically vary depending on the type of financial services provided. However, fee types billed by Brookstone Wealth Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2142 Market Street Suite A-102
Camp Hill, PA 17011

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

PA Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jason Bergey Work History

Jason has been registered as a financial advisor for 10 years.*

2014 - Present (10 years)

Pennsylvania Wealth Management

2013 - Present (11 years)

Retirement Wealth Advisors, Inc

1997 - Present (27 years)

Jason Bergey

1993 - Present (31 years)

Gf Management

2001 - 2013 (12 years)

Equity Services, Inc

2001 - 2013 (12 years)

National Life Of Vermont

2001 - 2014 (13 years)

Key Advisors Group

*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 Jason Bergey 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 Brookstone Wealth Advisors, LLC

Frank Hicks
Johns Creek, GA
John Newell
The Villages, FL
Barry Rutten
Kirkland, WA
Nicholas Bunio
Berwyn, PA
Leslie Verkuilen
Neenah, WI
Karyn Rowe
Yakima, WA
Paul Yoon
Rio Grande, PR
Eric Johnson
Atlanta, GA

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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