Jason Berkson has been an investment adviser representative at Nest Investments since August 2020, and is not listed among the firm’s executive officers or direct owners. Jason Berkson holds a BA from the University of Wisconsin.
Nest Investments LLC is a Conshohocken, PA firm with $132M under management, 2,832 clients and 9 advisers in one office, as of its August 2026 filing.
Jason Berkson is Investment Advisor and Operations Specialist of Nest Investments LLC, based in Conshohocken, PA, a role held since September 2019. He has also been a Registered Representative of Nest Investments BD LLC since March 2021 and a Representative of Nest Insurance LLC since September 2022. From August 2015 to September 2019 he was self-employed.
Investment adviser representative registrations
Jason Berkson is registered as an investment adviser representative in 2 states. The first approvals date from August 2020; the most recent is New Jersey, in March 2021.
- New JerseySince 16 March 2021
- PennsylvaniaSince 24 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2021 |
| Series 7TO | General Securities Representative Examination | 7 April 2021 |
| SIE | Securities Industry Essentials Examination | 4 January 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2020 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Daniel Berkson
- CRD
- 7186985
- Firm
- Nest Investments · CRD 286024
- Office
- 20 ASH STREET, SUITE 300, Conshohocken, PA 19428
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hellonestegg.com
Where does Jason Berkson work?
Jason Berkson is an investment adviser representative registered through Nest Investments LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jason Berkson a financial advisor?
Yes. Jason Berkson has a current investment-adviser registration in New Jersey and Pennsylvania, through Nest Investments since August 2020.
How many years of experience does Jason Berkson have?
Jason Berkson has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Jason Berkson passed?
Jason Berkson has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in August 2020.
Where is Jason Berkson based?
Jason Berkson’s registered office is in Conshohocken, PA.
Is Jason Berkson registered with FINRA?
Yes. Jason Berkson has a current broker registration, under CRD 7186985.
Source: FINRA BrokerCheck
How can I verify Jason Berkson’s record?
Search CRD 7186985 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Berkson’s full registration record.