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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Leberfeld is a financial advisor with TD Private Client Wealth LLC, a firm that manages between $1 billion and $10 billion in assets. Jason has been a financial advisor since 2010. His experience includes working at Citigroup Global Markets Inc., HSBC Securities (USA) Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason holds Series 7, Series 66, and SIE licenses. Jason is registered with Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, and Pennsylvania. Jason provides a variety of financial services including financial planning, portfolio management, educational seminars, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
11/19/2021 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
06/16/2014 - 07/30/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/09/2012 - 05/23/2014
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/14/2010 - 04/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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