Jason J. Reilly

BERKSHIRE ASSET MANAGEMENT

Wilkes-barre, PA 18701-2609

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CRD#: 5298644

Professional summary

Jason J Reilly, CFP®, who also goes by Jason Reilly, is a registered financial advisor currently at BERKSHIRE ASSET MANAGEMENT, LLC located in Wilkes-barre, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Reilly

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.

Berkshire Asset Management, LLC., Partner. Investment Related. Wilkes Barre, PA. Since 12/1/2015. 160 hours/month. Distribution.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason J Reilly'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

December 3, 2015 - Present

BERKSHIRE ASSET MANAGEMENT, LLC

Office #1: 46 Public Square Suite 700, Wilkes-barre, PA 18701-2609

RIA

CRD#: 145463

Wilkes-barre, PA

Past

November 14, 2013 - December 4, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WILKES BARRE, PA

Past

November 14, 2013 - December 4, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

WILKES BARRE, PA

Past

March 13, 2008 - August 13, 2012

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PHILADELPHIA, PA

Past

March 13, 2008 - August 13, 2012

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PHILADELPHIA, PA

Past

June 5, 2007 - September 21, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

MOOSIC, PA

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".

BERKSHIRE ASSET MANAGEMENT, LLC

BERKSHIRE ASSET MANAGEMENT, LLC | BERKSHIRE MANAGEMENT LLC

CRD#: 145463 / SEC#: 801-68485

RIA

Registered Investment Advisory firm - (7/1/2007 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

Pennsylvania
(12/3/2015)

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 66

Date: 7/30/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2007

General Securities Representative Examination

Current Firm

BERKSHIRE ASSET MANAGEMENT, LLC

BERKSHIRE ASSET MANAGEMENT, LLC | BERKSHIRE MANAGEMENT LLC

CRD#: 145463 / SEC#: 801-68485

RIA

Registered Investment Advisory firm - (7/1/2007 Approved)

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Contact information

Main Address

46 Public Square Suite 700, Wilkes-barre, PA 18701-2609

Mailing Address

Phone number

(570) 825-2600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,467
AUM (Assets Under Management)	$ 2,537,174,815

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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Advisor Monitoring

Firm Stability Insights

Jason J. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason J Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BERKSHIRE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2007

SIE

Date: 12/4/2015

Series 7

Date: 6/4/2007

Current Firm

BERKSHIRE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKSHIRE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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