Jason Leonard Bertsch

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 04/2012 → 05/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Cambridge, MA
• 04/2012 → 05/2026
  Tiaa
  Cambridge, MA
• 06/2026 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2012-05-21 → 2026-05-26
  Tiaa-Cref Individual & Institutional Services, Llc
  Boston, MA
  Cambridge, MA
  Charlestown, MA
• 2004-12-07 → 2012-04-03
  Strategic Advisers Llc
  Cambridge, MA
  Merrimack, NH
• 2005-04-27 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Merrimack, NH

Other Businesses

1. NewEdge Advisors, LLC - DBA Tenured Advisors; Investment related; Newport, RI; Start date 06/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Bertsch Financial LLC; Not Investment Related; Cambridge, MA; pass through LLC for tax purposes; member; 06/2026; 2 total hrs; 0 trading hrs; partner

Exams

• S66 Uniform Combined State Law Examination
  2004-11-24
• S63 Uniform Securities Agent State Law Examination
  1993-05-11

Designations

• Certified Financial Planner

Other Names

• Jason L Bertsch