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Jason William Bergey

Brookstone Wealth Advisors, LLC

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About Jason William Bergey

Jason Bergey is a financial advisor with over 20 years of experience in the financial services industry. Jason is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Jason has his Series 6, 7, 63 and 65 licenses. Jason is currently employed by Brookstone Wealth Advisors, LLC. Jason has also been employed by Equity Services, Inc., National Planning Corporation, and Pruco Securities Corporation.

Firm Information

Jason Bergey is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Bergey’s Registration & Firm History

PA

10/22/2021 - Present

Brookstone Wealth Advisors, LLC (CAMP HILL PA)

PA

05/16/2001 - 11/05/2013

EQUITY SERVICES, INC. (CAMP HILL PA)

CA

01/31/2000 - 04/06/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

NJ

01/15/1997 - 02/07/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason William Bergey. Review regulatory record here.
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