Jacob Lieberman is a registered investment advisor at Proshare Advisors LLC, based in Cumming, GA, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 131 clients with $74B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Cumming, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is an independent contractor travel agent with Vacations by Olivia LLC. He is also a member of two LLCs solely for estate planning purposes.
Employment History
Current Registrations
Proshare Advisors LLC
Profunds Distributors, INC.
Profunds Distributors, INC.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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