Jeremy Nathan Korman

Employer firm

Pinecone Financial CRD 310282

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers

Pinecone Financial

Oakland, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-10-09

CA RA
APPROVED

Since 2020-10-09

Branch Locations

Oakland, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Osisoft Inc.	San Leandro	CA	07/2014	07/2019
Zendesk Inc.	San Francisco	CA	07/2019	Present

07/2014 → 07/2019

Osisoft Inc.

San Leandro, CA
07/2019 → Present

Zendesk Inc.

San Francisco, CA

Other Businesses

Mr. Korman works as a Sr. Marketing Manager for the software technology company Zendesk Inc. Mr. Korman is a full-time employee of Zendesk working approximately 40 hrs per week. He has been employed by Zendesk since July of 2019. His duties are related to the promotion, marketing, and adoption of Zendesk's customer service software products. The nature of Mr. Korman's role is not investment-related. Zendesk's office is located at 1019 Market St. San Francisco, California.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-05-30

S65 Uniform Investment Adviser Law Examination

2020-05-30

View on SEC IAPD