Jeffrey Leibfarth, financial advisor Middletown OH
58 score

Jeffrey Leibfarth

CRD Number: 2004352
Current Firm: Gwn Securities Inc.

Jeffrey Leibfarth (CRD# 2004352) is an Investment Advisor Representative working at Gwn Securities Inc. in Middletown, OH and has over 21 years of experience in the finance industry.

Similar Advisors
Joshua Deeter, CFP® AIF®, financial advisor Middletown OH
Joshua D. Deeter, CFP® AIF®
CRD# 4569370
Deeter Advisory Group, LLC
Score
103
Similar Advisors
Timothy Grout, financial advisor Middletown OH
Timothy A. Grout
CRD# 5497552
Clear Perspectives Financial Planning, LLC
Score
103
Similar Advisors
Carol Hoffman, financial advisor Middletown OH
Carol A. Hoffman
CRD# 5497550
Clear Perspectives Financial Planning, LLC
Score
103
Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Nov 2014 - Current 2
Legend Equities Corporation Palm Beach Gardens, FL Dec 2003 - Nov 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey S. Leibfarth
Phone Number: 561-472-2700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Leibfarth and other advisors.
BADGES
58

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.