Jacob Paul Berkman

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-07-03

Branch Locations

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

Organization	City	State	From	To
Nylife Securities Llc	Glendale	CA	04/2024	10/2024
New York Life Insurance Co	Glendale	CA	10/2023	10/2024
Unemployed	Woodland Hills	CA	05/2023	10/2023
Highline Residential Developments	New York	NY	12/2021	04/2023
Capital Advisors Ltd	Beachwood	OH	08/2021	11/2021
Bloomingdales	Sherman Oaks	CA	02/2017	08/2019
Unemployed	Woodland Hills	CA	12/2012	01/2017
Mcny	New York	NY	09/2019	08/2021
Student	Woodland Hills	CA	01/2015	01/2017
Student	New York	NY	08/2019	09/2022
Kinetic Financial & Insurance Services, Inc.	Los Angeles	CA	11/2024	Present
Kinetic Investment Management, Inc.	Los Angeles	CA	06/2025	Present

04/2024 → 10/2024

Nylife Securities Llc

Glendale, CA
10/2023 → 10/2024

New York Life Insurance Co

Glendale, CA
05/2023 → 10/2023

Unemployed

Woodland Hills, CA
12/2021 → 04/2023

Highline Residential Developments

New York, NY
08/2021 → 11/2021

Capital Advisors Ltd

Beachwood, OH
02/2017 → 08/2019

Bloomingdales

Sherman Oaks, CA
12/2012 → 01/2017

Unemployed

Woodland Hills, CA
09/2019 → 08/2021

Mcny

New York, NY
01/2015 → 01/2017

Student

Woodland Hills, CA
08/2019 → 09/2022

Student

New York, NY
11/2024 → Present

Kinetic Financial & Insurance Services, Inc.

Los Angeles, CA
06/2025 → Present

Kinetic Investment Management, Inc.

Los Angeles, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-25

Other Firms