Jeffrey LeberCRD 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Bridgers Schill Wealth Management Group||Moorestown, NJ||Jun 2016 - Current||1|
|Rubicon Wealth Management||Bala Cynwyd, PA||Apr 2008 - Current||9|
|Sei Investment Management Company||Oaks, PA||Jul 2002 - Current||15|
Total Assets Under Management232MILLIONS
Total Number of Accounts793ACCOUNTS
Average Account Value$292,993
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, NY, PA
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