Jesse Lieberman, financial advisor New York NY

Jesse Lieberman

CRD Number: 6879125
Current Firm: The Ayco Company, LP

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.

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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
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jesse S. Lieberman
Phone Number: 518-886-4000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    25,870
    MILLIONS
  • Total Number of Accounts
    46,004
    ACCOUNTS
  • Average Account Value
    $562,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, WY

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