Advisor at Berkshire Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Berkshire Advisors, Inc.
Location
Wyomissing, PA 19610
Credentials
Series 65
Industry experience
< 1 year
Jay Kemmerer is a financial advisor at Berkshire Advisors, Inc. in Wyomissing, PA. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he worked in the restaurant industry and education sector. Berkshire Advisors, Inc. offers discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm uses fundamental, quantitative, and third-party research to construct portfolios across various asset classes and provides access to alternative and privately placed investments.
Based on Berkshire Advisors, Inc.
$500 flat fee for employee 401K consulting; possible flat negotiated monthly fees for combined family/related accounts over $10 million
$250,000 - $499,999: 1.25% – 1.50% $500,000 - $999,999: 1.00% – 1.55%
Commissions from insurance sales (e.g., variable annuities) by certain registered representatives through Purshe Kaplan Sterling Investments; no commissions from advisory accounts
Up to $250/hour for financial planning and consulting services; fees may be negotiable
Account minimum: $250,000 Fee-only: Hourly rate up to $250/hour for financial planning and consulting services; Flat fee of $500 for 401K consultation
2240 Ridgewood Road, Suite 101
Wyomissing, PA 19610
Pennsylvania
Berkshire Advisors, Inc.
2022 - Present (4 years)
Log Cabin Restaurant
2017 - 2023 (6 years)
Isaac's Restaurant
2017 - 2017 (1 year)
Gap Year
2016 - 2017 (1 year)
Wilson High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Rewealth
I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/
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CFP®, Series 66
Wyomissing, PA
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