Jake
Berman
Fmb Wealth Management
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About this Advisor
Jake Berman is a financial advisor based in Thousand Oaks, California, working with Fmb Wealth Management. Jake has previously held positions at Fmb Wealth Management, Sports Authority, Horizon View Club, and Diakoumopoulos Residence. Jake has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jake is part of Fmb Wealth Management, which operates out of Thousand Oaks, California. The firm has 12 employees and manages assets totaling $451.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Fmb Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fmb Wealth Management Brokerage Details
$451,712,421
12
794
$568,907
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jake Berman Work History
Fmb Wealth Management
Fmb Wealth Management
Fmb Wealth Management
Sports Authority
Horizon View Club
Diakoumopoulos Residence
Disclosures
Please visit the SEC profile of Jake Berman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fmb Wealth Management
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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