JL
JL

Jay Lieberman

17 Years of Experience
Broker

Jay Lieberman is a registered investment advisor, based in Mission Woods, KS, with 17 years of industry experience.

Location

1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jay works as a Vice President at Palmer Square Capital Management, LLC, an investment firm, since March 2025. He works full-time as a wholesaler for private funds, ETFs, Interval Funds, and Mutual Funds.

Employment History
Current Registrations
Palmer Square Capital Management LLC
April 2025 - Present · 1 yr
Foreside Fund Services, LLC
April 2025 - Present · 1 yr
Foreside Fund Services, LLCBroker
April 2025 - Present · 1 yr
Previous Registrations
Ae Financial Services, LLCBroker
January 2025 - March 2025 · 2 mos
Ae Wealth Management, LLC
January 2025 - March 2025 · 2 mos
Macquarie Investment Management Business Trust
August 2021 - December 2024 · 3 yrs 4 mos
Delaware Distributors, L.P.Broker
May 2021 - December 2024 · 3 yrs 7 mos
Ivy Distributors, INC.Broker
September 2011 - August 2021 · 9 yrs 11 mos
Waddell & ReedBroker
September 2011 - April 2021 · 9 yrs 7 mos
Pruco Securities, LLC.Broker
October 2008 - September 2011 · 2 yrs 11 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jay Lieberman - Financial Advisor | TrueAdvisor