![Jesse Lieberman, financial advisor New York NY](/img/ws/profile-blank-sq.png)
Jesse Lieberman (CRD# 6879125) is an Investment Advisor Representative working at The Ayco Company, LP in New York, NY and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Ayco Company, L.p./goldman Sachs | New York, NY | Jun 2020 - Current | 4 |
The Ayco Company, L.p./mercer Allied | Parsippany, NJ | Sep 2017 - Jun 2020 | 2 |
Unemployed | Newark, NJ | Jun 2017 - Aug 2017 | < 1 |
The Ayco Company, LP | Parsippany, NJ | Feb 2016 - May 2017 | 1 |
Seton Hall University School Of Law | Newark, NJ | Sep 2015 - May 2017 | 1 |
Law Office Of Ronald Cohen, Esq. | Roselle Park, NJ | May 2015 - Aug 2015 | < 1 |
Seton Hall University School Of Law | Newark, NJ | Aug 2014 - Jun 2015 | < 1 |
Whole Foods Market | New York, NY | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
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