AdFi
JE

Jack Edward Rimbach

Investment Adviser Representative at Empirical Wealth Management

Menlo Park, CACRD #7464511Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jack Edward Rimbach is an investment adviser representative with Empirical Wealth Management in Menlo Park, CA, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Rockefeller Capital Management and Bakeravenue. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/20/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 3/24/2023
Series 7
General Securities Representative Examination
Passed 1/27/2023
SIE
Securities Industry Essentials Examination
Passed 2/15/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Empirical Wealth ManagementCurrent
5/5/2026 – Menlo Park, CA
Rockefeller Capital Management
3/20/2025 – 5/13/2026Los Gatos, CA
Bakeravenue
2/8/2022 – 9/6/2022San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Baker Avenue Wealth Management
    Aug 2021 – Sep 2022San Francisco, CA
  2. University of Southern California, Marshall School of Business
    Aug 2018 – Dec 2020Los Angeles, CA
  3. Oregon State University
    Aug 2016 – Aug 2018Corvallis, OR
  4. Lomas Santa Fe Country Club
    Jun 2018 – Nov 2018Solana Beach, CA
  5. Unemployed
    Dec 2020 – Aug 2021Encinitas, CA
  6. Iceplex
    Jun 2017 – Sep 2017Escondido, CA
  7. Unemployed
    Dec 2018 – Jan 2019Encinitas, CA
  8. PIMCO Investments LLC
    Sep 2022 – Feb 2025Solana Beach, CA
  9. Rockefeller Financial LLC
    Feb 2025 – Apr 2026Los Gatos, CA
  10. Empirical Wealth Management
    Apr 2026 – no end date reportedSeattle, WA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Empirical Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Firm account minimum
$3,000,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
68
Offices listed on AdvisorFinder:
15
Main office:
Seattle, WA
SEC file number:
801-72168

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 29, 2026

View full firm profile

Other advisors at Empirical Wealth Management

Showing 12 of 68 in the directory

View Empirical Wealth Management firm profile

Similar advisors in Menlo Park, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Edward Rimbach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Jack Edward Rimbach (Empirical Wealth Management)