Jacob Greenberg, financial advisor Irvine CA
93 score

Jacob Greenberg

CRD Number: 5916452
Current Firm: Pure Financial Advisors, Inc.

Jacob Greenberg (CRD# 5916452) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in Irvine, CA and has over 5 years of experience in the finance industry. Jacob Greenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pure Financial Advisors, Inc. San Diego, CA Jun 2015 - Current 1
Lpl Financial LLC Tustin, CA May 2011 - May 2015 4
Financial Advisors Network, Inc. Tustin, CA May 2011 - May 2015 4
Pacific Columns, Inc. Brea, CA Mar 2007 - May 2011 4
Eastside Christian High School Fullerton, CA Sep 2003 - Jun 2007 3
Compliance Dealer Services Lake Forest, CA Feb 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Jacob A. Greenberg
Phone Number: 619-814-4100
Firm Website: http://pfaradio.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,355
    MILLIONS
  • Total Number of Accounts
    7,032
    ACCOUNTS
  • Average Account Value
    $192,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, LA, NV, NY, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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