Jason J Reilly
Investment adviser representative at Berkshire Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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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
11 years in the industry.
- Im Global US Distributors, LLCOct 2023 to now
- Berkshire Asset Management, LLCDec 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5298644
- Firm CRD
- 145463