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Jacob Aaron Greenberg

Pure Financial Advisors, LLC

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About Jacob Aaron Greenberg

Jacob Greenberg is a financial advisor with Pure Financial Advisors, LLC, where Jacob has been working since June 2015. Jacob has been a registered investment advisor in the state of California since June 2015. Previously, Jacob worked at LPL Financial LLC from June 2011 to June 2015. Jacob is a Certified Financial Planner and a Chartered Financial Consultant. Jacob specializes in providing financial planning, pension consulting, and educational seminars.

Firm Information

Jacob Greenberg is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Greenberg’s Registration & Firm History

CA

06/10/2015 - Present

Pure Financial Advisors, LLC (SAN DIEGO CA)

CA

06/24/2011 - 06/05/2015

LPL FINANCIAL LLC (TUSTIN CA)

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Licenses & Designations

BOTH

Issued 07/01/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Aaron Greenberg.
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