Jacob Paul Berkman
Investment adviser representative at Kinetic Investment Management, Inc.
14 yearsExperience
1 stateRegistered in
$450.9MFirm assets
6 yearsFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Kinetic Investment Management, Inc.Jun 2025 to now
- Kinetic Financial & Insurance Services, Inc.Nov 2024 to now
- Nylife Securities LLCApr 2024 to Oct 2024
- New York Life Insurance CoOct 2023 to Oct 2024
- UnemployedMay 2023 to Oct 2023
- Highline Residential DevelopmentsDec 2021 to Apr 2023
- Capital Advisors LtdAug 2021 to Nov 2021
- McnySep 2019 to Aug 2021
- StudentAug 2019 to Sep 2022
- BloomingdalesFeb 2017 to Aug 2019
- StudentJan 2015 to Jan 2017
- UnemployedDec 2012 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 yearsIn 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
- 7395138
- Firm CRD
- 283034