Jason W. Bergey

Phone: 717-848-5825
Fax: 717-848-5827


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 and York office were opened in June of 2003.

Jason works in all areas of retirement and estate-planning strategies, with his specialty in money management*. 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, Caden and Brendan, reside in Mechanicsburg, PA. When not working for his clients, Jason prefers spending his time with his family or coaching ice hockey.

Jason Bergey is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in the states of Pennsylvania, Maryland, Delaware, New Mexico, Vermont, Arizona, Tennessee and Florida. Jason is insurance-licensed in Pennsylvania, Maryland, Delaware, Arizona and Tennessee.

**Membership and Recognition Awards are based upon sales criteria.