JASON LEONARD BERTSCH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with NEWEDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE ADVISORS, LLC | 2026-06-22 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2012-05-21 | 2026-05-26 | — |
| FIDELITY PERSONAL TRUST COMPANY, FSB | 2005-04-27 | 2007-03-28 | — |
| STRATEGIC ADVISERS LLC | 2004-12-07 | 2012-04-03 | — |