Jeffrey Leber, financial advisor Bala Cynwyd PA
90 score

Jeffrey Leber

CRD Number: 5497074
Current Firm: Rubicon Wealth Management, LLC

Jeffrey Leber (CRD# 5497074) is an Investment Advisor Representative working at Rubicon Wealth Management, LLC in Bala Cynwyd, PA and has 1 year of experience in the finance industry. Jeffrey Leber 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
Bridgers Schill Wealth Management Group Moorestown, NJ Jun 2016 - Current < 1
Rubicon Wealth Management Bala Cynwyd, PA Apr 2008 - Current 8
Sei Investment Management Company Oaks, PA Jul 2002 - Current 14

Jeffrey Leber has no recent exams reported.
Contact Info for Jeffrey A. Leber
Phone Number: 610-668-4615
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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

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