Jake Berman has been an investment adviser representative at FMB Wealth Management since February 2018, and is not listed among the firm’s executive officers or direct owners. Jake Berman holds a Bachelor's degree in Business from CSU Channel Islands and a Master's degree in Business Administration from CSU Channel Islands.
FMB Wealth Management is a Westlake Village, CA firm with $616M under management, 324 clients and 5 advisers in one office, as of its April 2026 filing.
Jake Berman is a Partner of FMB Wealth Management. He works closely with individuals and families on comprehensive wealth management strategies and supports firm operations. His responsibilities have grown to encompass investment decisions and organizational leadership.
Jake Berman’s longest registration is the current one, 8 years at FMB Wealth Management since 2018.
- Indivisible PartnersAlso current– present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 332431
- FMB Retirement ServicesAlso current– present · 3 yearsWestlake Village, CA · Adviser representative · Firm CRD 164571
- FMB Wealth ManagementCurrent– present · 8 yearsWestlake Village, CA · Adviser representative · Firm CRD 122309
Professional designations
Listed by FMB Wealth Management
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Jake Berman is registered as an investment adviser representative in California, since February 2018.
- CaliforniaSince 5 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jake L Berman
- CRD
- 6905569
- Firm
- FMB Wealth Management · CRD 122309
- Office
- 100 N. WESTLAKE BLVD., SUITE 201, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fmbwealth.com
Where does Jake Berman work?
Jake Berman is an investment adviser representative registered through FMB Wealth Management since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jake Berman a financial advisor?
Yes. Jake Berman has a current investment-adviser registration in California, through FMB Wealth Management since February 2018.
How many years of experience does Jake Berman have?
Jake Berman has 8 years in the financial industry, since February 2018, across 3 adviser firms.
What exams has Jake Berman passed?
Jake Berman passed the Series 65 in February 2018.
Where is Jake Berman based?
Jake Berman’s registered office is in Westlake Village, CA.
Is Jake Berman registered with FINRA?
No. Jake Berman has no current broker registration.
How can I verify Jake Berman’s record?
Search CRD 6905569 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Berman’s full registration record.
