AdFi
JL

Jason Leonard Bertsch

Investment Adviser Representative at NEWEDGE ADVISORS

Newport, RICRD #2289772Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MassachusettsRhode Island
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/24/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 5/11/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/10/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Newedge Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NEWEDGE ADVISORSCurrent
6/22/2026Newport, RI
ADVICE AND PLANNING SERVICES
5/21/20125/26/2026Cambridge, MA
STRATEGIC ADVISERS, INC.
12/7/20044/3/2012Cambridge, MA
FIDELITY PERSONAL TRUST COMPANY, FSB
4/27/20053/28/2007Merrimack, NH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Leonard Bertsch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jason Leonard Bertsch - Financial Advisor in Newport, RI | AdvisorFinder