Jarrod Liebel, financial advisor Chicopee MA
76 score

Jarrod Liebel

CRD Number: 4555023
Current Firm: Infinex Investments, Inc.

Jarrod Liebel (CRD# 4555023) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chicopee, MA and has over 15 years of experience in the finance industry. Jarrod Liebel 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
Infinex Investments, Inc. Meriden, CT Dec 2015 - Current 1
Peoples Bank Chicopee, MA Dec 2015 - Current 1
Bbva Compass Insurance Agency, Inc. Austin, TX Dec 2014 - Dec 2015 1
Bbva Wealth Solutions Inc. Dallas, TX Dec 2014 - Dec 2015 1
Compass Bank Birmingham, AL Nov 2014 - Dec 2015 1
Bbva Securities Inc. Dallas, TX Nov 2014 - Dec 2015 1
Xceed Financial Credit Union Lewisville, TX May 2010 - Nov 2014 4
Lpl Financial, LLC Lewisville, TX May 2010 - Nov 2014 4
Community Financial Services,inc. Plano, TX Aug 2005 - May 2010 4
Raymond James Financial Services, Inc. Plano, TX Aug 2005 - Jan 2010 4
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Aug 2005 - Jan 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jarrod M. Liebel
Phone Number: 203-599-6000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
76

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