Jason Dorfman has been an investment adviser representative at Nest Investments since March 2020, and is not listed among the firm’s executive officers or direct owners. Jason Dorfman holds a BS from the University of Connecticut.
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 Dorfman is Investment Advisor of Nest Investments LLC, based in Conshohocken, PA, a role held since February 2020. He has also been a Registered Representative of Nest Investments BD LLC since March 2020 and a Representative of Nest Insurance LLC since September 2022. From January 2018 to February 2020 he was a Financial Representative and trader at The Vanguard Group, Inc.
Investment adviser representative registrations
Jason Dorfman is registered as an investment adviser representative in 2 states. Each was approved in March 2020.
- New JerseySince 9 March 2020
- PennsylvaniaSince 6 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 March 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 March 2018 |
| Series 7 | General Securities Representative Examination | 1 March 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Alex Dorfman
- CRD
- 6895132
- Firm
- Nest Investments · CRD 286024
- Office
- 20 ASH STREET, SUITE 300, Conshohocken, PA 19428
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hellonestegg.com
Where does Jason Dorfman work?
Jason Dorfman is an investment adviser representative registered through Nest Investments LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jason Dorfman a financial advisor?
Yes. Jason Dorfman has a current investment-adviser registration in New Jersey and Pennsylvania, through Nest Investments since March 2020.
How many years of experience does Jason Dorfman have?
Jason Dorfman has 8 years in the financial industry, since March 2018, across 1 adviser firm.
What exams has Jason Dorfman passed?
Jason Dorfman has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Jason Dorfman with the SIE, which began in October 2018.
Where is Jason Dorfman based?
Jason Dorfman’s registered office is in Conshohocken, PA.
Is Jason Dorfman registered with FINRA?
Yes. Jason Dorfman has a current broker registration, under CRD 6895132.
Source: FINRA BrokerCheck
How can I verify Jason Dorfman’s record?
Search CRD 6895132 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Dorfman’s full registration record.