Jason Bergey
Jason Bergey is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Camp Hill, PA, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
2142 Market Street, Suite A-102, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History (1)
Criminal
November 1993Other Business ActivitiesSells Insurance
Jason is the owner and insurance agent at Pennsylvania Wealth Management, where he sells insurance and fixed annuities. He dedicates about three-quarters of his time to this activity, with over half of his time spent during securities trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Impact Partnership Wealth, LLC
Transition Wealth Management LLC
Equity Services, INC.Broker
Esi Financial Advisors
National Planning CorporationBroker
Pruco Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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