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Jason Ray Lieblong

Lieblong & Associates, Inc.

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About Jason Ray Lieblong

Jason Lieblong is a registered representative with Lieblong & Associates, Inc. in Little Rock, AR. Jason has been in the industry since 1998 and holds a Series 7, 63, 72, 6, 79, and 99TO license. Jason has been with Lieblong & Associates, Inc. since 1998 and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. The firm provides financial planning services and primarily works with high net worth individuals, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Jason Lieblong is currently registered with Lieblong & Associates, Inc.. Lieblong & Associates, Inc. is a corporation formed in 1996 and headquartered in Little Rock, AR. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management, pension consulting, and have a regulatory assets under management (AUM) of $174,237,704. The firm has 1 investment adviser representative, 4 registered representatives, and is registered with the SEC and in 29 states.
Lieblong & Associates, Inc.

10809 EXECUTIVE CENTER DRIVE

LITTLE ROCK, AR 72211

$174.24M

Assets Under Management

Not reported

Total Clients

4

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Lieblong’s Registration & Firm History

AR

09/01/1998 - Present

Lieblong & Associates, Inc. (LITTLE ROCK AR)

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Licenses & Designations

BC

Issued 02/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Ray Lieblong.
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