Jeremy Korman is a registered investment advisor at Pinecone Financial, based in Oakland, CA, with 5 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Pinecone Financial offers ongoing planning and coaching for $100 per month. You can cancel with 30 days' notice.
- Financial Plan - $1,500, negotiable in certain cases.
- Hourly Financial Planning - $300 per hour, negotiable in certain cases.
Location
Oakland, CA
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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.
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Jeremy works as a Senior Marketing Manager for Zendesk Inc., a software technology company, since 2019. This is a full-time position and his duties are related to the promotion, marketing, and adoption of Zendesk's customer service software products.
Employment History
Current Registrations
Pinecone Financial
State Registrations1 state
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