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Jarett Benjamin Terner

Liontree Advisors LLC

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About Jarett Benjamin Terner

Jarett Terner is a financial professional with experience in investment banking. Jarett is currently registered with Liontree Advisors LLC, and previously worked at Citigroup Global Markets Inc.. Jarett is licensed in New York and holds the Series 63, SIE, and Series 79TO licenses.

Firm Information

Jarett Terner is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

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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Jarett Terner’s Registration & Firm History

NY

04/15/2022 - Present

Liontree Advisors LLC (New York NY)

NY

07/27/2019 - 07/14/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarett Benjamin Terner.
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