Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Berk is an experienced financial advisor with over 16 years of experience in the industry. Jason has held positions at several firms, including LPL Financial LLC, Kestra Investment Services, LLC, and now Osaic Wealth, Inc. Jason has a wide range of experience in providing financial advice to individuals, families, and businesses. Jason is registered to provide financial advice in several states, including California, Florida, New York, and Texas. Jason's expertise includes financial planning, portfolio management, and pension consulting. Jason is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
03/04/2024 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
08/17/2020 - 03/05/2024
KESTRA INVESTMENT SERVICES, LLC (Boca Raton FL)
FL
12/19/2013 - 08/26/2020
LPL FINANCIAL LLC (BOCA RATON FL)
SC
07/19/2002 - 03/08/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
05/22/2002 - 07/16/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
10/11/1993 - 04/04/1994
CANTOR FITZGERALD SECURITIES
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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