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RIA / WealthAdvisor33 years in industry

JASON WILLIAM BERGEY

Advisor at BROOKSTONE WEALTH ADVISORS, LLC

CHAMBERSBURG, PA | YORK, PA | CAMP HILL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e93051ad-0de4-fe2c-e833-64b16932261d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 15, 2001 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: BROOKSTONE WEALTH ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jan 13, 1997
First registration: May 15, 2001
Dual registered: no
IAPD individual key: 2827188

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
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Oct 23, 2013	n/a	yes	CAMP HILL, PA\|YORK, PA\|CHAMBERSBURG, PA	Current employment
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Feb 1, 2024	Mar 14, 2024	no	MARIETTA, GA\|York, PA\|Camp Hill, PA	Previous registration
TRANSITION WEALTH MANAGEMENT LLC	n/a	May 10, 2023	Feb 19, 2024	no	HARRISBURG, PA	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	May 15, 2001	Nov 5, 2013	no	CAMP HILL, PA\|BERLIN, MD\|CAMP HILL, PA\|YORK, PA\|CHAMBERSBURG, PA	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
IMPACT PARTNERSHIP WEALTH, LLC	n/a	Mar 14, 2024	n/a	n/a	Departure no registered destination	Departure
TRANSITION WEALTH MANAGEMENT LLC	IMPACT PARTNERSHIP WEALTH, LLC	Feb 19, 2024	Feb 1, 2024	-18	Firm change	Other
ESI FINANCIAL ADVISORS	BROOKSTONE WEALTH ADVISORS, LLC	Nov 5, 2013	Oct 23, 2013	-13	Firm change	Other

Relationships

Registered with (4)

→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 23, 2013 to presentfactForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Feb 1, 2024 to Mar 14, 2024factForm ADV
→ TRANSITION WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 10, 2023 to Feb 19, 2024factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
May 15, 2001 to Nov 5, 2013factForm ADV

Dated events

Occurred
Mar 14, 2024
Advisor departed, no destination yet
Jason William Bergey no longer registered at Impact Partnership Wealth, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Feb 19, 2024
Advisor changed firm
Jason William Bergey left Transition Wealth Management Llc for Impact Partnership Wealth, Llc (registered 2024-02-01)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e93051ad-0de4-fe2c-e833-64b16932261d
First observed: May 15, 2001
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JASON WILLIAM BERGEY

Advisor at BROOKSTONE WEALTH ADVISORS, LLC

CHAMBERSBURG, PA | YORK, PA | CAMP HILL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e93051ad-0de4-fe2c-e833-64b16932261d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BROOKSTONE WEALTH ADVISORS, LLC

No RAUM reported

Oct 23, 2013

n/a

yes

CAMP HILL, PA|YORK, PA|CHAMBERSBURG, PA

Current employment

IMPACT PARTNERSHIP WEALTH, LLC

Independent wealth

Feb 1, 2024

Mar 14, 2024

MARIETTA, GA|York, PA|Camp Hill, PA

Previous registration

TRANSITION WEALTH MANAGEMENT LLC

n/a

May 10, 2023

Feb 19, 2024

HARRISBURG, PA

Previous registration

ESI FINANCIAL ADVISORS

Independent wealth

May 15, 2001

Nov 5, 2013

CAMP HILL, PA|BERLIN, MD|CAMP HILL, PA|YORK, PA|CHAMBERSBURG, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

IMPACT PARTNERSHIP WEALTH, LLC

n/a

Mar 14, 2024

n/a

Departure no registered destination

Departure

TRANSITION WEALTH MANAGEMENT LLC

IMPACT PARTNERSHIP WEALTH, LLC

Feb 19, 2024

Feb 1, 2024

-18

Firm change

Other

ESI FINANCIAL ADVISORS

BROOKSTONE WEALTH ADVISORS, LLC

Nov 5, 2013

Oct 23, 2013

-13

Firm change

Other