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Jake Berlin APMA®'s email & phone

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Financial Advisor at Iron Birch Advisors®|New York, New York, United States

Position:

Financial Advisor at Iron Birch Advisors®

Location:

New York, New York, United States

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Last updated: 2026-01-20
Updated: 2026-01-20

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Work Experience 5 years

Financial Advisor at Iron Birch Advisors®

Dec 2024 - Current

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 1 company and 2 jobs. On average, Jake Berlin APMA® works for one company for 8 months.

Education

The Ohio State University

Frequently Asked Questions

What is Jake Berlin APMA®'s minimum period of employment in the companies?

Jake Berlin APMA®'s minimum period of employment in various companies is 3 months.

What is Jake Berlin APMA®'s average duration of employment for different companies?

On average, Jake Berlin APMA® works for one company for 4 months

What industries has Jake Berlin APMA® worked in?

Jake Berlin APMA® works in the Financial Services.

What positions has Jake Berlin APMA® held before?

Previously, Jake Berlin APMA® worked as a Financial Planning Specialist, and Intern.

How do I contact Jake Berlin APMA®?

Jake Berlin APMA®'s phone number is +1-***-***-9623. Sign up to get contact details.

Who are Jake Berlin APMA®'s peers at other companies?

Jake Berlin APMA®'s peers at other companies are Tri Hanisah SPar and Usha Ramina and Shreyansh Agrawal

Jake Berlin APMA® Namesakes

Name
Company
Position
Mentorship VillageJ
Mentorship Village
Founder

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