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Jared Benjamin Berner

BAY Crest Partners, LLC

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About Jared Benjamin Berner

Jared Berner is a financial advisor with Bay Crest Partners, LLC. Jared is registered with FINRA and the state of New York and Connecticut and holds the Series 7, 63 and SIE securities licenses. Jared has been in the financial services industry since July 2019.

Firm Information

Jared Berner is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jared Berner’s Registration & Firm History

NY

07/31/2019 - Present

BAY Crest Partners, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Benjamin Berner.
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