Jake Andrew Lilienstein
Investment adviser representative at Bbr Partners, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bbr Partners, LLCMar 2025 to now
- Moss AdamsAug 2022 to Feb 2025
- Fremont BankJun 2021 to Aug 2021
- Cal Poly SloSep 2017 to Jun 2022
- Lamorinda Animal HospitalJun 2017 to Sep 2017
- De La Salle High SchoolJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bbr Partners, LLC
$36.5BAssets managed
245Clients
60Advisers
26 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
- 7406686
- Firm CRD
- 109688