Sara Liberti, financial advisor Boston MA
93 score

Sara Liberti

CRD Number: 5490798
Current Firm: J.p. Morgan Securities LLC

Sara Liberti (CRD# 5490798) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boston, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Boston, MA May 2015 - Current 1
Jpmorgan Chase Bank Na Boston, MA May 2015 - Current 1
Barclays Capital Inc. Boston, MA Sep 2008 - May 2015 6
Lehman Brothers, Inc. Boston, MA Dec 2007 - Sep 2008 < 1
Hollister Associates, Inc. Boston, MA Oct 2007 - Dec 2007 < 1
Unemployed Boxford, MA May 2007 - Oct 2007 < 1
Stonehill College North Easton, MA Sep 2003 - May 2007 3
Wellman Associates, Inc. Westford, MA Aug 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Sara B. Liberti
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • LA
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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