JK
Jay R. Kemmerer
BERKSHIRE ADVISORS
Wyomissing, PA 19610
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CRD#: 1387729
JK
Professional summary
Jay Robert Kemmerer SR, who also goes by Jay R Kemmerer Sr, is a registered financial advisor currently at BERKSHIRE ADVISORS, INC. located in Wyomissing, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Wyomissing, Pennsylvania.
Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Jay has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jay R Kemmerer Sr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)CEO OF BERKSHIRE ADVISORS 60 HRS. PER MO., BEGINNING 11/01/02. 2)CEO OF KEMMERER FINANCIAL SVCS., AN INSURANCE CO. APPX. 2 READING HRS. PER MO., BEGINNING 01/01/1992. 2)AMERICAN FARMERS; NOT INVESTMENT RELATED; 2240 RIDGEWOOD, WYOMISSING, PA 19610, STARTING EARLY 90'S, 0 HRS/ MONTH; NO LONGER USED BUT STILL EARN RESIDUAL INCOME 3) SECURUS BERSHIRE, LLC; NOT INVESTMENT RELATED; 1350 BROADCASTING RD WYOMISSING, PA 19610; JOINT MARKETING GROUP; TREASURER/SECRETARY; START DATE: 11/05/2011; APPROX 15 HRS/MO; SECURE REFERRAL BUSINESS FOR BERKSHIRE ADVISORS RIA 4) PKS FINANCIAL SERVICES; Investment Related 80 STATE ST, ALBANY NY 12207; 1/2/2003-PRESENT AGENT, FIXED INSURANCE SALES 5) Rental Properties. Not Investment Related. Home Address. Condo Rentals (2) and 3 Family Rental (Reading, PA). Owner. 2003. 5 Hrs/Mo; 0 During Trading Hours. I Own 2 Rental Condos in Florida that I Rent 3-4 Months Per Year. 6) Author - Jay Kemmerer. Investment Related(non BD). 449 Vinemont Road, Reading, PA 19610. Writing about financial solutions in todays world. Owner, Author. Start 12/2018. Write general financial reports 7) Fixed Insurance. Non-Investment Related. 2240 RIDGEWOOD, WYOMISSING, PA 19610. Fixed Insurance Sales. Agent. Start 11/2020. 1hr/mo, none during trading hours. Product advice. 8) BLP, Investment Related - Yes, At registered location, Insurance Services, Whole Life Agent, Start 7/18/2023, 4 hrs, 0 hrs, Provide Estate Liquidity through whole life single pay Guaranteed issue product. Provide Estate Liquidity through whole life single pay Guaranteed issue product.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Robert Kemmerer SR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 11, 2008 - Present
BERKSHIRE ADVISORS, INC.
Office #1: 2240 Ridgewood Road Suite 101, Wyomissing, PA 19610RIA
CRD#: 122389
Wyomissing, PA
Current
January 2, 2003 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2240 Ridgewood Road, Wyomissing, PA 19610BD
CRD#: 35747
Wyomissing, PA
Past
December 6, 1999 - January 6, 2003
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
April 20, 1995 - November 19, 1999
SUNPOINT SECURITIES, INC.
BD
CRD#: 25442
LONGVIEW, TX
Past
February 24, 1992 - May 9, 1995
HACKETT ASSOCIATES, INC.
BD
CRD#: 2106
WYOMISSING, PA
Past
August 6, 1990 - January 20, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Past
February 13, 1989 - August 3, 1990
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
August 31, 1987 - February 7, 1989
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
May 21, 1986 - August 19, 1987
HACKETT ASSOCIATES, INC.
BD
CRD#: 2106
Past
January 8, 1986 - May 30, 1986
TRI-STATE FINANCIAL PLANNING ASSOCIATES
BD
CRD#: 16165
Past
September 12, 1985 - December 19, 1985
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BERKSHIRE ADVISORS, INC.
BERKSHIRE ADVISORS, INC. | KEMMERER & COMPANY FINANCIAL SERVICES
CRD#: 122389 / SEC#: 801-126064
RIA
Registered Investment Advisory firm - (11/15/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (1/8/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/7/2024)
RR
Florida(5/11/2011)
RR
Pennsylvania(1/2/2003)
IAR
Pennsylvania(6/11/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BERKSHIRE ADVISORS, INC.
BERKSHIRE ADVISORS, INC. | KEMMERER & COMPANY FINANCIAL SERVICES
CRD#: 122389 / SEC#: 801-126064
RIA
Registered Investment Advisory firm - (11/15/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (1/8/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2240 Ridgewood Road Suite 101, Wyomissing, PA 19610
Mailing Address
Phone number
(610) 376-6970
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 106,669,148 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BERKSHIRE ADVISORS, INC.
CRD#: 122389Wyomissing, PA 19610TRUST BUT VERIFY
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