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Jared Ian Kornfeld

Lion Street Financial, LLC

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About Jared Ian Kornfeld

Jared Kornfeld is a financial advisor with over 16 years of experience in the financial services industry. Jared currently works at Lion Street Financial, LLC, a firm he joined on November 22, 2023. Jared has a proven track record of success, having previously worked for several other financial institutions. Jared has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals.

Firm Information

Jared Kornfeld is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jared Kornfeld’s Registration & Firm History

FL

11/22/2023 - Present

Lion Street Financial, LLC (Fort Lauderdale FL)

FL

11/01/2020 - 11/17/2023

INNOVATION PARTNERS LLC (Fort Lauderdale FL)

GA

11/13/2019 - 11/02/2020

MERCAP SECURITIES, LLC (ATLANTA GA)

GA

07/21/2015 - 12/04/2017

MERCAP SECURITIES, LLC (ATLANTA GA)

FL

12/06/2012 - 04/01/2013

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

FL

03/19/2012 - 12/19/2012

VFINANCE INVESTMENTS, INC (BOCA RATON FL)

FL

07/27/2010 - 02/07/2012

ALLSTATE FINANCIAL SERVICES, LLC (DAVIE FL)

NY

02/07/2005 - 12/04/2009

MML INVESTORS SERVICES, INC. (NEW YORK NY)

NE

12/04/2002 - 06/30/2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NY

10/03/2000 - 01/09/2001

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

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Licenses & Designations

IA

Issued 02/21/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Ian Kornfeld.
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