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Jake Birnberg

Empowering Financial

Berkeley, CA

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Current Employers
Empowering Financial

3515 Mt. Diablo Blvd Unit 131, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12

Branch Locations

2161 Shattuck Ave Suite 204, Berkeley, CA 94704 • 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
Main Street Real Estate Sebastopol CA 05/2012 Present
Self Employed Oakland CA 01/2001 Present
Portsmouth Financial Investment Advisory San Francisco CA 06/2016 01/2017
  • 05/2012 → Present
    Main Street Real Estate
    Sebastopol, CA
  • 01/2001 → Present
    Self Employed
    Oakland, CA
  • 06/2016 → 01/2017
    Portsmouth Financial Investment Advisory
    San Francisco, CA
Previous Registrations
  • 2017-11-14 → 2018-12-31
    Empowering Financial
    Lafayette, CA
  • 2016-06-20 → 2017-01-17
    Portsmouth Financial Services
    San Rafael, CA
  • 2015-08-03 → 2016-02-03
    Fidato Wealth Llc
    Oakland, CA
    Middleburg Heights, OH
Other Businesses

1. Deduction Detectives - Tax planning, preparation and representation 2. INSURANCE AGENT; OAKLAND, CA; INVESTMENT RELATED. 3. Real Estate agent license held.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-08
  • S65 Uniform Investment Adviser Law Examination
    2014-09-08
Other Names
  • Jake Birnberg
  • Jake Nmn Birnberg

View on SEC IAPD

Other Firms

BLUME CAPITAL MANAGEMENT, INC.
FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP
CITIGROUP GLOBAL MARKETS INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

More in Berkeley, CA

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