Jason D Berkson

Overview

Jason D Berkson is an insurance agent, a registered representative and an investment adviser representative based in PA, with 6 years in the industry.

Years in the industry

6

States licensed

20

States registered

22

Carrier appointments

23

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 20 states
• Registered in 22 states

• Agent
• Producer
• Series 63
• Series 65
• Series 7TO
• SIE

3 lines of authority, with every state and its dates

Firms

• Nest Investments BD LLCCurrent firm
• Nest EggCurrent firm

Employment history since 2020

Carriers

23 active carrier appointments

Book and practice

Firm assets under management on file