Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Birnberg is an investment advisor representative with Empowering Financial in Berkeley, CA. Jake has been in the industry since 2001. Jake holds a Series 65 license. Jake specializes in portfolio management for individuals and financial planning services. Jake is also a licensed insurance agent and real estate agent.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Empowering Financial (Berkeley CA)
IA
Issued 09/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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