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Sara Hala Jubboori

Liontree Advisors LLC

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About Sara Hala Jubboori

Sara Jubboori is an investment banking professional with a focus on advisory services. Sara joined Liontree Advisors LLC in August of 2024, bringing with her a strong understanding of the financial markets. Sara holds the Series 79TO and SIE licenses, demonstrating her commitment to staying current with industry best practices. Sara is passionate about providing personalized guidance to clients and helping them achieve their financial goals.

Firm Information

Sara Jubboori 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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Sara Jubboori’s Registration & Firm History

CA

08/02/2024 - Present

Liontree Advisors LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 08/01/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/05/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Hala Jubboori.
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