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JS

Jake M. Steinberg

REVOLVE WEALTH PARTNERS
Hackensack, NJ 07601
Some features on this profile are disabled
CRD#: 7073161
JS

Professional summary

Jake Matell Steinberg, who also goes by Jake Matell Steinberg, is a registered financial advisor currently at REVOLVE WEALTH PARTNERS, LLC located in Hackensack, New Jersey.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jake has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Matell Steinberg

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

March 4, 2021 - Present

REVOLVE WEALTH PARTNERS, LLC

Office #1: 411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601
RIA
CRD#: 286643
Hackensack, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REVOLVE WEALTH PARTNERS, LLC
FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA
Registered Investment Advisory firm - (4/14/2017 Approved)

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
New Jersey
(3/4/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/2/2024
Securities Industry Essentials Examination

Current Firm

RW
REVOLVE WEALTH PARTNERS, LLC
FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA
Registered Investment Advisory firm - (4/14/2017 Approved)
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Contact information

Main Address
411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601
Mailing Address
411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601
Phone number
(201) 373-2163
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR REVOLVE WEALTH PARTNERS, LLC (11/4/2025)

Regulatory assets under management

Total Number of Accounts2,914
AUM (Assets Under Management)$ 1,180,023,798

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643Hackensack, NJ 07601

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