John Patrick Ginley
Investment adviser representative at Berkshire Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$2.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Berkshire Asset Management, LLCSep 2026 to now
- UnemployedOct 2025 to Sep 2026
- Brentview Investment Management, LLCJan 2022 to Oct 2025
- Foreside Financial Services, LLCJan 2020 to Dec 2021
- BMO Asset Management Corp.Dec 2017 to Dec 2021
- BMO Investment DistributorsNov 2017 to Dec 2019
- UnemployedJul 2017 to Nov 2017
- Advisors Asset Management, IncDec 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
Berkshire Asset Management, LLC
$2.8BAssets managed
2,479Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2398589
- Firm CRD
- 145463