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Jacob Kleinberger

Blackstone Securities Partners LP

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About Jacob Kleinberger

Jacob Kleinberger is a financial advisor with Blackstone Securities Partners LP. Jacob has over 20 years of experience in the financial services industry. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, 7, 24, 63, 79, and SIE licenses. Jacob is also registered in all 50 states and the District of Columbia.

Firm Information

Jacob Kleinberger is currently registered with Blackstone Securities Partners LP. Blackstone Securities Partners LP is a Partnership formed on September 27, 1988. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

217

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.

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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Jacob Kleinberger’s Registration & Firm History

FL

03/13/2014 - Present

Blackstone Securities Partners LP (Miami FL)

NY

09/07/2000 - 10/11/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2014

Series 3 - National Commodity Futures Examination

BC

Issued 04/09/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Kleinberger.
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