Jason David Berk

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 11/2013 → 08/2020
  Lpl Financial, Llc
  Boca Raton, FL
• 08/2020 → 09/2022
  Berk Wealth Management
  Boca Raton, FL
• 08/2020 → 03/2024
  Kestra Investment Services, Llc
  Beverly Hills, CA
• 08/2020 → 03/2024
  Kestra Advisory Services, Llc
  Beverly Hills, CA
• 03/2024 → 04/2026
  Osaic Wealth, Inc.
  Boca Raton, FL
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Boca Raton, FL
• 05/2019 → Present
  Peak Strategies Llc
  Boca Raton, FL

Previous Registrations

• 2024-03-04 → 2026-04-28
  Osaic Wealth, Inc.
  New City, NY
  Boca Raton, FL
  Scottsdale, AZ
  Boca Raton, FL
  New City, NY
• 2020-08-19 → 2024-03-05
  Kestra Advisory Services, Llc
  Boca Raton, FL
  Austin, TX
• 2013-11-08 → 2020-08-26
  Lpl Financial Llc
  Beverly Hills, CA
  Boca Raton, FL
• 2009-08-12 → 2014-01-22
  Clearlight Capital
  Beverly Hills, CA

Other Businesses

(1)Name of Business: Address: 433 Plaza real Ste 275, Boca Raton, FL, 33432-3999, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 04/23/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is for my health insurance, LTC, and other non-variable insurance trails (2)Name of Business: LGB Public Relations LLC Address: 445 NE 2nd Street, Boca Raton, FL, 33432, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Public Relations (3)Name of Business: Majestic Capital Group DBA Address: 433 Plaza real Ste 275, Boca Raton , FL, 33432-3999, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/27/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CEO - DBA for investment business. (4)Name of Business: Peak Strategies LLC Address: 433 Plaza Real Ste 275, Boca Raton , FL, 3343-3999, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/27/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Support CO- CEO of

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-03-07
• S65 Uniform Investment Adviser Law Examination
  2009-06-25