Jacob Berkman has been an investment adviser representative at Kinetic Investment Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
- – present · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 283034
Investment adviser representative registrations
Jacob Berkman is registered as an investment adviser representative in California, since July 2025.
- CaliforniaSince 3 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 26 August 2024 |
| SIE | Securities Industry Essentials Examination | 5 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Paul Berkman
- CRD
- 7395138
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 633 W 5TH STREET, SUITE 1050, Los Angeles, CA 90071
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Berkman work?
Jacob Berkman is an investment adviser representative registered through Kinetic Investment Management, Inc. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Berkman a financial advisor?
Yes. Jacob Berkman has a current investment-adviser registration in California, through Kinetic Investment Management since July 2025.
How many years of experience does Jacob Berkman have?
Jacob Berkman has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Jacob Berkman passed?
Jacob Berkman has passed 3 licensing exams: the SIE, Series 6TO and Series 65. The earliest, the SIE, was passed in April 2024.
Where is Jacob Berkman based?
Jacob Berkman’s registered office is in Los Angeles, CA.
Is Jacob Berkman registered with FINRA?
No. Jacob Berkman has no current broker registration.
How can I verify Jacob Berkman’s record?
Search CRD 7395138 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Berkman’s full registration record.