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Jay Robert Kemmerer

Berkshire Advisors, Inc.

Wyomissing, PA

CRD 7706821

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Employer firm

Berkshire Advisors, Inc. CRD 122389

$97.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • 401K

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

Current Employers
Berkshire Advisors, Inc.

2240 Ridgewood Road Suite 101, Wyomissing, PA 19610 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-05
  • PA RA
    APPROVED
    Since 2025-05-05

Branch Locations

2240 Ridgewood Road Suite 101, Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berkshire Advisors, Inc. Wyomissing PA 10/2022 Present
Log Cabin Restaurant Leola PA 11/2017 10/2023
Isaac's Restaurant Ephrata PA 07/2017 10/2017
Gap Year Reading PA 06/2016 07/2017
  • 10/2022 → Present
    Berkshire Advisors, Inc.
    Wyomissing, PA
  • 11/2017 → 10/2023
    Log Cabin Restaurant
    Leola, PA
  • 07/2017 → 10/2017
    Isaac's Restaurant
    Ephrata, PA
  • 06/2016 → 07/2017
    Gap Year
    Reading, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-08
  • S65 Uniform Investment Adviser Law Examination
    2025-04-08
Other Names
  • Jr Kemmerer
  • Jay Robert Kemmerer

View on SEC IAPD

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Nearby Investors

SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson

Nearby Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA

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