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Jonathan Frey

Partner, Chief Operating Officer at Berkshire Property Advisors

No current adviser or broker registration

Jonathan Frey is Partner, Chief Operating Officer of Berkshire Property Advisors, LLC, a Boston investment adviser managing $19.2B. Jonathan Frey has passed the Series 82.

1
Licensing exams

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Jonathan Frey has been Partner, Chief Operating Officer of Berkshire Property Advisors since March 2022. Jonathan Frey is a control person of the firm and directly owns under 5% of it. Jonathan Frey holds a Bachelor of Science in Engineering from Cornell University.

Berkshire Property Advisors, LLC is a Boston, MA firm with $19.2B under management, 8 clients and 75 advisers across 3 offices, as of its March 2026 filing.

Berkshire identifies Jon Frey as Partner and Chief Operating Officer. The biography describes prior work at The Davis Companies, AEW, and Sapient Corporation.

No adviser firm registrations are on Jonathan Frey’s record.

Credentials and registrations

Professional designations

Listed by Berkshire Property Advisors and the sources below

  • Leadership in Energy and Environmental Design Accredited Professional

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 8220 October 2017
Name
Limited Representative-Private Securities Offerings

Individual record

Full name
Jonathan Tobias Frey
CRD
6031290

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jonathan Frey work?

Jonathan Frey has been Partner, Chief Operating Officer of Berkshire Property Advisors, LLC since March 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Jonathan Frey have a current investment-adviser registration?

Jonathan Frey has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 18 October 2026

What exams has Jonathan Frey passed?

Jonathan Frey passed the Series 82 in October 2017. FINRA credited Jonathan Frey with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Leadership at Berkshire Property Advisors

Sources

  1. IAPD individual record, CRD 6031290. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Berkshire Property Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Berkshire official team biography. Biography, education, credentials.

Retrieved 18 October 2026. The SEC record may have been amended since.

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