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Jason Evert Berton

Park Avenue Securities LLC

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About Jason Evert Berton

Jason Berton is a financial professional with over 17 years of experience in the financial services industry. Jason is registered with Park Avenue Securities LLC and holds Series 7TO, Series 66, and SIE licenses. Jason specializes in working with individual clients, charitable organizations, high-net-worth individuals, and corporations. Jason also provides financial planning services, educational seminars, and selection of other advisors. Jason currently works in Las Vegas, Nevada and can provide services in Arizona, California, Florida, and North Carolina.

Firm Information

Jason Berton is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Berton’s Registration & Firm History

NV

01/16/2025 - Present

Park Avenue Securities LLC (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 07/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Evert Berton.
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