Inactive

Jake William Sternberg

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Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-26
VA	RA	APPROVED	2026-06-26

NY RA
APPROVED

Since 2026-06-26
VA RA
APPROVED

Since 2026-06-26

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

201 N Union St Suite 300, Alexandria, VA 22314 • 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
Simcoe Capital Management	New York	NY	01/2015	12/2018
Dyson Capital Advisors	Alexandria	VA	04/2020	08/2022
Pathstone	Alexandria	VA	08/2022	Present
Columbia Business School	New York	NY	01/2019	03/2020

01/2015 → 12/2018

Simcoe Capital Management

New York, NY
04/2020 → 08/2022

Dyson Capital Advisors

Alexandria, VA
08/2022 → Present

Pathstone

Alexandria, VA
01/2019 → 03/2020

Columbia Business School

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-26

S65 Uniform Investment Adviser Law Examination

2026-06-26

Other Names

Jake W Sternberg
Jake Sternberg

View on SEC IAPD

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