# JASON LEONARD BERTSCH

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEWEDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/171351) | 2026-06-22 | present | Yes |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2012-05-21 | 2026-05-26 | — |
| [FIDELITY PERSONAL TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/109516) | 2005-04-27 | 2007-03-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2004-12-07 | 2012-04-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2289772)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2289772.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.