Jake Birnberg
Jake Birnberg is a registered investment advisor at Empowering Financial, based in Berkeley, CA, with 9 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Empowering Financial charges a percentage of your portfolio value each year. The fee ranges from 0.9% to 1.5%. If Empowering Financial uses a third-party money manager, the total combined fee (Empowering Financial and the third-party) will not exceed 2%.
Location
2161 Shattuck Ave Suite 204, Berkeley, CA, 94704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jake is involved in tax planning, preparation, and representation through Deduction Detectives. He is also a licensed real estate and insurance agent.
Employment History
Current Registrations
Empowering Financial
Previous Registrations
Empowering Financial
Portsmouth Financial Services
The Fidato Group LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.