Jason Leberfeld (CRD# 5824824) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 13 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | New York, NY | Jun 2021 - Current | 2 |
| Td Bank N.a. | New York, NY | May 2021 - Current | 3 |
| Resurrection Ascension Catholic Academy | Rego Park, NY | Nov 2019 - Current | 4 |
| Citigroup | New York, NY | May 2014 - Jul 2020 | 6 |
| Hsbc Securities (usa) Inc. | New York, NY | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- CT
- FL
- GA
- MA
- NJ
- NY
- PA
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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