Jacob Lieberman, financial advisor Cumming GA

Jacob Lieberman

CRD Number: 6385901
Current Firm: Invesco Advisers, Inc.

Jacob Lieberman (CRD# 6385901) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Cumming, GA and has over 9 years of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Cumming GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Rex Abbott, financial advisor Cumming GA
Rex E. Abbott
CRD# 1742325
Edward Jones
Similar Advisors
Aaron Aberson, financial advisor Cumming GA
Aaron J. Aberson
CRD# 5828415
Ajax Capital Advisors, Inc.
Company Name Location Dates Years
Invesco Atlanta, GA Dec 2019 - Current 4
Jp Morgan Chase Bank Rochester Hills, MI Oct 2017 - Dec 2019 2
Jp Morgan Securities LLC Rochester Hills, MI Oct 2017 - Dec 2019 2
Umemployed Oxford, MI Aug 2017 - Sep 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI Aug 2014 - Aug 2017 3
Bank Of America, N.a. Bloomfield Hills, MI Aug 2014 - Aug 2017 3
Echo Global Logistics Troy, MI Jul 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jacob Lieberman
Phone Number: 404-892-0896
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    738,307
    MILLIONS
  • Total Number of Accounts
    32,911
    ACCOUNTS
  • Average Account Value
    $22,433,454
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Jacob Lieberman and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.