Jeffrey Neal Berman

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1987 → Present
  Kahn Berman Soloman Taibel & Mogol Pa
  Timonium, MD
• 06/2004 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 1999-08-18 → 2004-06-01
  Ws Griffith Securities, Inc.
  Timonium, MD

Other Businesses

KAHN,BERMAN,SOLOMON TAIBEL AND MOGOL,307 INTERNATIONAL CIRCLE,STE620,HUNT VALLEY,MD 21030,NOT INV RELATED,ACCOUNTING FIRM,PARTNER/SHAREHOLDER,07/87,150 HRS/MO,DURING SEC TRADING HRS.TAX PARTNER IN CHARGE OF TAX PRACTICE AT FIRM*DEERECO FINANCIAL PARTNERS LLC,307 INTERNATIONAL CIRCLE,STE 620,HUNT VALLEY,MD 21030,INV RELATED,INSURANCE(LIFE, HEALTH)SALES, OWNER/MEMBER,1/1/1998,20 HOURS,I AM AN AGENT OR BROKER FOR SEVERAL INS COMPANIES TO SELL (LIFE,DISABILITY,HEALTH INC ONLY)*WORTHINGTON FINANCIAL PARTNERS,307 INTERNATIONAL CIRCLE,STE 620,HUNT VALLEY,MD 21030,INV. REL., 01/2010-PRES.,INSURANCE,AGENT,20 HR/MO,DURING TRD/HRS,I AM AN AGENT FOR WORTHINGTON FINANCIAL PARTNERS LICENSED TO SELL LIFE HEALTH AND ANNUITIES*MULLIGAN MAN, LLC. 2 VALLEY GATE WAY, BALTIMORE MD 21208. NOT INV REL. PRODUCTION OF AN ANIMATED FILM. PARTNER. JAN 2014. FEW HRS/ MO. NOT DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-07

Designations

• Certified Financial Planner
• Personal Financial Specialist