Jedediah Liebert, financial advisor Keene NH
96 score

Jedediah Liebert

CRD Number: 5469200
Current Firm: Commonwealth Financial Network

Jedediah Liebert (CRD# 5469200) is an Investment Advisor Representative working at Commonwealth Financial Network in Keene, NH and has over 8 years of experience in the finance industry. Jedediah Liebert 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
Liebert Investment Management Keene, NH Apr 2011 - Current 5
Commonwealth Financial Network Waltham, MA Feb 2011 - Current 5
Commonwealth Financial Network Keene, NH Feb 2011 - Current 5
Wachovia Securities Financial Network, Llc (11025) Keene, NH Jan 2008 - Feb 2011 3
General Tours Keene, NH Feb 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Jedediah D. Liebert
Phone Number: 781-736-0700
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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