Jake Berlin APMA®

Jake Berlin APMA®: Email & Phone Number

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Financial Advisor at Brostrom and Berlin Wealth Management|New York, New York, United States

Position:

Financial Advisor at Brostrom and Berlin Wealth Management

Location:

New York, New York, United States

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Last updated: 2026-05-30
Updated: 2026-05-30

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Work Experience 5 years

Financial Advisor at Brostrom and Berlin Wealth Management

Jan 2026 - Current

Financial Advisor at Iron Birch Advisors®

Dec 2024 - Feb 2026

Financial Planning Specialist at Iron Birch Advisors®

Aug 2024 - Nov 2024

Intern at Ameriprise Financial Services, LLC

Apr 2021 - Aug 2021

Jake Berlin APMA® started working in 2021, then the employee has changed 2 companies and 2 jobs. On average, Jake Berlin APMA® works for one company for 7 months.

Their professional focus is Microsoft Access and Microsoft Excel across 2 core areas.

Jake holds Accredited Portfolio Manager Advisor, Series 7, and Series 66 certifications.

Education

The Ohio State University

Frequently Asked Questions

What is Jake Berlin APMA®'s email address?

SignalHire found verified email addresses for Jake Berlin APMA®, both business and personal. Their business email is *****@gmail.com, and personal emails include b*******4@osu.edu.

What is Jake Berlin APMA®'s phone number?

SignalHire found a verified phone number for Jake Berlin APMA®: +1-***-***-4173.

How do I contact Jake Berlin APMA® at Brostrom and Berlin Wealth Management?

You can reach Jake Berlin APMA® through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Jake Berlin APMA®'s professional background?

Jake Berlin APMA® has 5 years of professional experience. They have held roles including Financial Advisor, Financial Planning Specialist, and Intern at companies such as Iron Birch Advisors®, Iron Birch Advisors®, and Ameriprise Financial Services, LLC. Their education includes The Ohio State University.

Is Jake Berlin APMA®'s contact information up to date?

Yes. Jake Berlin APMA®'s SignalHire profile was last updated on 30 May 2026, reflecting their current position as Financial Advisor at Brostrom and Berlin Wealth Management.

Jake Berlin APMA® Namesakes

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Jake Berlin
Mentorship Village
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Jake Berlin
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Jake Berlin
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