Jake L Berman
Investment adviser representative at Indivisible Partners
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Indivisible Partners LLCMay 2026 to now
- Fmb Retirement ServicesMar 2023 to now
- Fmb Wealth ManagementFeb 2018 to now
- Fmb Wealth ManagementSep 2017 to Jan 2018
- Fmb Wealth ManagementApr 2017 to Aug 2017
- UnemployedJul 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Indivisible Partners
Legal name: Indivisible Partners, LLC
$2.1BAssets managed
676Clients
23Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6905569
- Firm CRD
- 332431