Jason W. Bergey

BROOKSTONE WEALTH ADVISORS

CAMP HILL, PA 17011

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CRD#: 2827188

Professional summary

Jason William Bergey is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Camp Hill, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) PENNSYLVANIA WEALTH MANAGEMENT; YES INVESTMENT RELATED; 2142 MARKET ST, STE A102 ,CAMP HILL PA 17011; INSURANCE/FIXED ANNUITY SALES; OWNER/INSURANCE AGENT; 8/2014; 120 HRS/MO DEVOTED; 90 HRS/MO DEVOTED DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason William Bergey's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 23, 2013 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 2142 Market Street Suite A-102, Camp Hill, PA 17011Office #2: 3570 North George Street, York, PA 17402Office #3: 550 Cleveland Avenue, Chambersburg, PA 17201

RIA

CRD#: 137658

CAMP HILL, PA

Past

February 1, 2024 - March 14, 2024

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Camp Hill, PA

Past

May 10, 2023 - February 19, 2024

TRANSITION WEALTH MANAGEMENT LLC

RIA

CRD#: 323637

HARRISBURG, PA

Past

May 16, 2001 - November 5, 2013

EQUITY SERVICES, INC.

CRD#: 265

CAMP HILL, PA

Past

May 15, 2001 - November 5, 2013

EQUITY SERVICES, INC.

RIA

CRD#: 265

CAMP HILL, PA

Past

January 31, 2000 - April 6, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

January 15, 1997 - February 7, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/7/2022)

IAR

Pennsylvania
(10/23/2013)

IAR

Texas
(10/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/13/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/2/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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Contact information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Mailing Address

Phone number

(630) 653-1400

Established

Firm type

Fiscal year end

# of Employees

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jason W. Bergey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason William Bergey's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

TRANSITION WEALTH MANAGEMENT LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

NATIONAL PLANNING CORPORATION

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2000

Series 63

Date: 1/13/1997

Series 7

Date: 12/23/1999

Series 6

Date: 12/2/1996

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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