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RIA / WealthAdvisorCertified Financial Planner33 years in industry

JASON LEONARD BERTSCH

Advisor at NEWEDGE ADVISORS

Charlestown, MA | Newport, RI | NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:a79189c3-ce0b-ee76-c39f-1c9ecf278b3b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 7, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 11, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 11, 1993
First registration: Dec 7, 2004
Dual registered: no
Other names: JASON L BERTSCH
IAPD individual key: 2289772

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	Jun 22, 2026	n/a	yes	NEW ORLEANS, LA\|Charlestown, MA\|Newport, RI	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 21, 2012	May 26, 2026	no	BOSTON, MA\|CAMBRIDGE, MA\|Charlestown, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Apr 27, 2005	Mar 28, 2007	no	MERRIMACK, NH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 7, 2004	Apr 3, 2012	no	CAMBRIDGE, MA\|MERRIMACK, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	NEWEDGE ADVISORS	May 26, 2026	Jun 22, 2026	27	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Apr 3, 2012	Apr 27, 2005	-2,533	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	ADVICE AND PLANNING SERVICES	Mar 28, 2007	May 21, 2012	1,881	Firm change after gap	Other

Relationships

Registered with (4)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
May 21, 2012 to May 26, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 7, 2004 to Apr 3, 2012factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Apr 27, 2005 to Mar 28, 2007factForm ADV

Dated events

Occurred
May 26, 2026
Advisor changed firm
Jason Leonard Bertsch left Advice And Planning Services for Newedge Advisors (registered 2026-06-22)
Form ADVobserved 6 days ago