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Inactive

Jake Andrew Lilienstein

Bbr Partners, LLC

San Francisco, CA

New York, NY

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Current Employers
Bbr Partners, Llc

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-08
TX RA APPROVED 2026-07-08
  • CA RA
    APPROVED
    Since 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

255 California Street Suite 500, San Francisco, CA 94111 • United States

55 East 52Nd Street 18Th Floor, New York, NY 10055 • 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
OrganizationCityStateFromTo
De La Salle High School Concord CA 07/2016 06/2017
Lamorinda Animal Hospital Lafayette CA 06/2017 09/2017
Fremont Bank Fremont CA 06/2021 08/2021
Cal Poly Slo San Luis Obispo CA 09/2017 06/2022
Moss Adams San Francisco CA 08/2022 02/2025
Bbr Partners San Francisco CA 03/2025 Present
  • 07/2016 → 06/2017
    De La Salle High School
    Concord, CA
  • 06/2017 → 09/2017
    Lamorinda Animal Hospital
    Lafayette, CA
  • 06/2021 → 08/2021
    Fremont Bank
    Fremont, CA
  • 09/2017 → 06/2022
    Cal Poly Slo
    San Luis Obispo, CA
  • 08/2022 → 02/2025
    Moss Adams
    San Francisco, CA
  • 03/2025 → Present
    Bbr Partners
    San Francisco, CA
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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