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Jake Bernstein

The Baldwin Group Wealth Advisors, LLC

Houston, TX

Tampa, FL

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Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

5151 San Felipe St. Suite 2400, Houston, TX 77056 • United States

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • 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
Empower Greenwood Village CO 06/2021 08/2022
Empower Financial Services, Inc Greenwood Village CO 08/2022 05/2026
Solushiens Consulting Houston TX 10/2020 06/2021
Revamped Home Security Houston TX 08/2020 10/2020
The Hive Tv Houston TX 02/2020 10/2020
College Austin TX 08/2016 12/2019
The Baldwin Group Wealth Advisors, Llc Tampa FL 06/2026 Present
  • 06/2021 → 08/2022
    Empower
    Greenwood Village, CO
  • 08/2022 → 05/2026
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 10/2020 → 06/2021
    Solushiens Consulting
    Houston, TX
  • 08/2020 → 10/2020
    Revamped Home Security
    Houston, TX
  • 02/2020 → 10/2020
    The Hive Tv
    Houston, TX
  • 08/2016 → 12/2019
    College
    Austin, TX
  • 06/2026 → Present
    The Baldwin Group Wealth Advisors, Llc
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-22
S63 Uniform Securities Agent State Law Examination 2022-11-28
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22
  • S63 Uniform Securities Agent State Law Examination
    2022-11-28

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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