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Jason Bergey is the owner and managing director of the Camp Hill, York and Chambersburg, Pennsylvania offices. He graduated from the University of Delaware in 1995 and has been in the financial services business since 1996. He joined Key Advisors Group after a very successful start with Prudential, where he was Rookie of the Year in 1997. Jason began with Key Advisors Group in April of 2001 and continued their expansion by opening the Camp Hill office in May of 2001. The Chambersburg office was opened in June of 2003. The York office followed shortly in June of 2004.
Jason works in all areas of retirement and estate-planning strategies. He works with local attorneys to implement tax saving strategies and estate continuation. He has been a member of the prestigious Million Dollar Round Table* for six of the last seven years. He is also a member of National Life’s elite Premier Producer Platinum Group*, as well as the Chairman’s Council*.
Jason, his wife Rebecca, and their two sons, Brendan and Caden, reside in Mechanicsburg, PA. When not working for his clients, Jason prefers spending his time with his family or coaching his son's ice hockey and lacrosse teams.
Jason Bergey is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in the states of Pennsylvania and Florida. Jason is insurance-licensed in Pennsylvania.
*Membership and Recognition Awards are based upon sales criteria.
Securities and investment advisory services offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Registered Broker/Dealer affiliate of National Life Insurance Company, Montpelier, Vermont. Key Advisors Group is independent of Equity Services, Inc. and National Life.
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