Broker Check
Jesse Berman

Jesse graduated from Queens College with a bachelor’s in psychology.

He has experience in a variety of work backgrounds. In college, he worked in the service industry as a bartender and server. He also spent time as a musician, playing shows in the New York City area and working as a recording engineer—recording, writing, producing, and engineering music. Jesse was also a national level competitive figure skater and traveled all over the US to compete.

Most recently, Jesse worked at Merrill Lynch as a financial advisor. He chose Strategies for Wealth because he “was looking for a place that was a better fit for me [Jesse] and my clients than Merrill Lynch was providing. After meeting the management, as well as some of the advisors, it seemed the atmosphere, philosophy, and community built at Strategies was the best place [to] thrive and provide my clients with the best quality service.”

Jesse has lived in Long Island most of his life, but has spent time in many places – Manhattan, Queens, Brooklyn, Ohio, and Arizona. He currently resides in Great Neck with his wife Caitlin and their two cats – Phillip and Penelope. In his spare time, he enjoys tennis, figure skating, cooking, and writing, recording, and producing music. 


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.
Financial Representative of Guardian.