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Jake Steinberg

Revolve Wealth Partners, LLC

Hackensack, NJ

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Current Employers
Revolve Wealth Partners, Llc

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-03-04
  • NJ RA
    APPROVED
    Since 2021-03-04

Branch Locations

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • 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
Student College Park MD 08/2014 05/2018
Unemployed Bellmore NY 05/2018 01/2019
Revolve Wealth Partners Hackensack NJ 01/2019 01/2021
Revolve Wealth Partners, Llc Hackensack NJ 01/2021 Present
  • 08/2014 → 05/2018
    Student
    College Park, MD
  • 05/2018 → 01/2019
    Unemployed
    Bellmore, NY
  • 01/2019 → 01/2021
    Revolve Wealth Partners
    Hackensack, NJ
  • 01/2021 → Present
    Revolve Wealth Partners, Llc
    Hackensack, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-11
  • S65 Uniform Investment Adviser Law Examination
    2021-01-11
Designations
Other Names
  • Jake Steinberg
  • Jake Matell Steinberg

View on SEC IAPD

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JOSEPH PETER CANCIGLIA
JENNY D DALY
PHILIP HARRINGTON SANDT

Other Offices

LPL FINANCIAL LLC · HACKENSACK, NJ
PARK AVENUE SECURITIES LLC · HACKENSACK, NJ
CETERA INVESTMENT ADVISERS LLC · HACKENSACK, NJ
CITO CAPITAL ADVISORS LLC · HACKENSACK, NJ
LPL FINANCIAL LLC · HACKENSACK, NJ
LPL FINANCIAL LLC · HACKENSACK, NJ
JANNEY MONTGOMERY SCOTT LLC · HACKENSACK, NJ
EMISSARY WEALTH · HACKENSACK, NJ

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