Jason William Bergey
Investment adviser representative at Brookstone Wealth Advisors, LLC
33 yearsExperience
3 statesRegistered in
$0Firm assets
19 yearsFirm in business
Are you Jason William Bergey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- Impact Partnership Wealth, LLCJan 2024 to now
- Transition Wealth Management LLCMay 2023 to now
- Pennsylvania Wealth ManagementAug 2014 to now
- Brookstone Wealth Advisors, LLCOct 2013 to now
- Jason BergeyJan 1997 to Dec 2023
- Gf ManagementApr 1993 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
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
- 2827188
- Firm CRD
- 137658