Jay R. Kemmerer
- Role
- Chairman & CEO at Berkshire Advisors Inc
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
About Jay R. Kemmerer
I currently serve as the Chairman/CEO of Berkshire Advisors, Inc- a PA based Registered…
Experience
Chairman & CEO
Jan 2003 — Present
1984 to Present: Since my entry into the securities industry in 1984, I have been providing wealth management, consulting and financial education to business and individual clients for over 35 years. The firm collectively has over 56 years of financial experience including portfolio management for a locally managed mutual fund, for which I received recognition in the Wall Street Journal\'s \"Category King\" segment numerous times from 20••••10. I currently hold various securities license as a Registered Investment Advisor, including a Pennsylvania Insurance License. I am also the creator of \"The Wealth Advocate\" educational series. This series of expert information and video interviews is dedicated to providing in depth financial information to benefit families and businesses. I AND MY FIRM ARE NOT RESPONSIBLE FOR AND DO NOT ENCOURAGE OR PROMOTE THIRD PARTIES TO POST ANYTHING ON OUR BEHALF.
Education
Oley Valley HS
Academic
1974 — 1977
Pennsylvania State University-Penn State Berks
Business Administration and Management, General
1983 — 1984
Skills
- Wealth Accumulation Strategies
- Insurance
- Real Estate
- Business Planning
- Insurance Planning
- Fundraising
- Financial Analysis
- Strategic Planning
- 401k Rollovers
- Business Owner Planning
- Public Speaking
- Wealth Preservation Planning
- Life Insurance
- Personal Financial Planning
- Investment Strategies
- Investment Advisory
- Estate Planning
- Finding Financial Breakthrough's for Personal & Business Needs
- Financial Planners
- 401k Design & Implementation
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