Jacob Lieberman, financial advisor Rochester Hills MI
90 score

Jacob Lieberman

CRD Number: 6385901
Current Firm: J.p. Morgan Securities LLC

Jacob Lieberman (CRD# 6385901) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester Hills, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Rochester Hills, MI Oct 2017 - Current < 1
Jp Morgan Chase Bank Rochester Hills, MI Oct 2017 - Current < 1
Umemployed Oxford, MI Aug 2017 - Sep 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI Aug 2014 - Aug 2017 3
Bank Of America, N.a. Bloomfield Hills, MI Aug 2014 - Aug 2017 3
Echo Global Logistics Troy, MI Jul 2013 - Aug 2014 1
Echo Global Logistics Chicago, IL Jun 2012 - Jul 2013 1
Dave And Busters Hilliard, OH Jan 2010 - Jun 2012 2
The Ohio State University Columbus, OH Sep 2009 - Jun 2012 2
The Lodge Bar Columbus, OH Sep 2009 - Oct 2009 < 1
Pusser Ponte Vedra Beach, FL Apr 2008 - Sep 2009 1
Hollister Columbus, OH Jan 2007 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jacob W. Lieberman
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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