History of Berkshire Advisors – Berkshire Advisors, Inc.’s predecessor company (Kemmerer & Co.) was founded in 1992 by Jay R. Kemmerer, the Chairman & CEO of the firm based on his commitment and passion spanning more than 27 years in the financial and securities industry.
Berkshire Advisors, Inc., is a registered investment advisor, providing quantitative and fundamental investment strategies which encompass our proprietary asset allocation portfolios.
In September of 2009 Berkshire Advisors expanded its scope of services to facilitate the growing, extensive needs of individual, institutional investors and business owners. Berkshire Advisors Multi-Family office was launched during the fourth quarter of 2009 to provide a wide array of personalized services to assist and support individuals comprehensive and strategic needs.
Jay R. Kemmerer, entered the securities industry in 1984. He has been educating business and individual clients in the areas of wealth management for over 35 years. During his portfolio management tenure for a locally managed mutual fund, he received recognition in the Wall Street Journal’s “Category King” segment numerous times from 2003 – 2010. Mr. Kemmerer holds the Series 65 License – Registered Investment Advisor.
Jay is also the author of two books, “Messages From the Money Masters” and “33 Ways Not To Screw Up Your Financial Life”, published by Networlding Publishing Inc. Chicago Ill.
Mr. Kemmerer showcases 13 Financial Experts’ Top Tips for Financial Success”. These books capture the very essence of Kemmerer’s personal financial journey which has enabled him to help business owners, entrepreneurs and families in their quest for Financial Independence and Freedom.
“Money Masters” Book Available on Amazon: Go to: www.amazon.com
“33 Ways Not To” Book Available on Amazon: Go to: www.amazon.com
Speaking engagements available. Go to www.jaykemmerer.com
Beth serves as the Vice President of Client Relations for the day-to-day activities of Berkshire Advisor’s clients and supporting custodian, Charles Schwab. She brings 25 years of administrative experience in the Financial Planning industry. Beth has been involved in assisting clients with her understanding and education in customer service, underwriting, succession planning, retirement planning, and estate planning. Beth holds her Life/Health/Annuities license. She is currently pursuing her “RIA”- Registered Investment Advisor license.
When not in the office, Beth enjoys spending time with her husband, Chad, their 4 children, and 3 dogs. She has a passion for cooking and enjoys sharing her creations with family and friends.
Jay R. Kemmerer, Jr., (aka JR) is a dedicated professional with a passion for empowering individuals to achieve their financial goals and secure their future. With a diverse background in the financial service industry, he is committed to making a positive impact on people’s lives through effective planning and guidance.
As a skilled insurance and tax-sheltered specialist, he brings valuable expertise to the industry. JR is currently pursuing his “RIA”- Registered Investment Advisor license. He is currently being sponsored through a multi-year internship by the SEC Registered Firm, Berkshire Advisors, Inc. of Wyomissing, PA.
JR’s previous endeavors had him engaged as a dedicated manager in the hospitality industry. JR has continually demonstrated his unwavering commitment to excellence, and leadership.
His primary objective is to extend guidance to the underserved, younger entrepreneurs and business owners equipping them with the tools and strategies needed to create lasting wealth. Whether it’s establishing retirement accounts, Tax-Sheltered Solutions, or offering advice on budgeting and credit score repair, he is passionate about helping others build a secure financial future.
Keith is a highly skilled, responsive and proactive CPA with prior experience as a Tax Partner with Ernst & Young and full-time roles as a CFO and CEO for several operating companies. Currently he provides multi-generational family office services and part-time CFO services to his clientele. The family office services include a wide range of duties such as independent trustee for multiple trusts, comprehensive tax and estate planning, coordination with investment and legal advisors, individual, trust and corporate tax preparation, practice before the IRS, bookkeeping, bill-paying for trusts and special needs trust accounting and reporting.
Berkshire Advisors, Inc.
2240 Ridgewood Road Wyomissing, PA 19610
610-376-6970 | 800-566-4325
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