Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lieber is a financial advisor with Raymond James & Associates, Inc. Jonathan has been in the financial industry since 1988 and holds the Series 7, Series 63, and SIE licenses. Jonathan is registered to offer securities and investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Maryland, Michigan, Missouri, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Previously, Jonathan worked with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Prudential Securities Incorporated, Gruntal & Co. Incorporated, W.H. Newbold's Son & Co., Inc., J. T. Moran & Co., Inc. and R.C. Stamm & Co., Inc.
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.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
06/19/2009 - Present
Raymond James & Associates, Inc. (BOULDER CO)
CO
01/01/2008 - 06/19/2009
WELLS FARGO ADVISORS, LLC (BOULDER CO)
CO
05/10/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOULDER CO)
NY
08/11/1993 - 05/16/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/25/1991 - 08/13/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
02/01/1990 - 07/30/1991
W.H. NEWBOLD'S SON & CO., INC.
NA
08/31/1988 - 01/30/1990
J. T. MORAN & CO., INC.
NA
07/19/1988 - 10/24/1988
R.C. STAMM & CO., INC.
BC
Issued 08/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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