Jake Birnberg

EMPOWERING FINANCIAL

Berkeley, CA 94704

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CRD#: 1747677

Professional summary

Jake Birnberg, who also goes by Jake Nmn Birnberg, Jake Birnberg, is a registered financial advisor currently at EMPOWERING FINANCIAL located in Berkeley, California.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jake has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Nmn Birnberg | Jake Birnberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Deduction Detectives - Tax planning, preparation and representation 2. INSURANCE AGENT; OAKLAND, CA; INVESTMENT RELATED. 3. Real Estate agent license held.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Birnberg's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2019 - Present

EMPOWERING FINANCIAL

Office #1: 2161 Shattuck Ave Suite 204, Berkeley, CA 94704

RIA

CRD#: 289866

Berkeley, CA

Past

November 14, 2017 - December 31, 2018

EMPOWERING FINANCIAL

RIA

CRD#: 289866

BERKELEY, CA

Past

June 20, 2016 - January 17, 2017

PORTSMOUTH FINANCIAL SERVICES

RIA

CRD#: 13980

SAN RAFAEL, CA

Past

August 3, 2015 - February 3, 2016

FIDATO WEALTH LLC

RIA

CRD#: 158173

OAKLAND, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/10/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/2014

Uniform Investment Adviser Law Examination

Current Firm

EMPOWERING FINANCIAL

BIRNBERG, JAKE | JAKE BIRNBERG | EMPOWERING FINANCIAL

CRD#: 289866 / SEC#:

California

Registered Investment Advisory firm - (1/10/2019 Approved)

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Contact information

Main Address

2161 Shattuck Ave, #204, Berkeley, CA 94704

Mailing Address

Phone number

(510) 962-9575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jake Birnberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Birnberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWERING FINANCIAL

EMPOWERING FINANCIAL

PORTSMOUTH FINANCIAL SERVICES

FIDATO WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2014

Current Firm

EMPOWERING FINANCIAL

Contact information

Documents

Red Flags

Company Information

EMPOWERING FINANCIAL

TRUST BUT VERIFY

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