Cliff J. Leiker

CJL QUANTUM ANALYTICS

FAIR OAKS, CA

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CRD#: 1925266

Professional summary

Cliff J Leiker, who also goes by Cliff J Leiker, Cliff Leiker, Clifford Joseph Leiker Jr, is a registered financial advisor currently at CJL QUANTUM ANALYTICS located in Fair Oaks, California.

Cliff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Cliff has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cliff J Leiker | Cliff Leiker | Clifford Joseph Leiker Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CJL QUANTUM FINANCIAL SERVICES, PC, NOT INVESTMENT RELATED, FAIR OAKS, CA 95628, SHAREHOLDER/PRESIDENT, 80 HOURS PER MONTH (40 HOURS PER MONTH DURING SECURITIES TRADING HOURS) CATHOLIC ORDER OF FORESTERS, NON-INVESTMENT RELATED, LIFE INSURANCE SALES AS A FRATERNAL AGENT. START DATE: 02/2024, 20 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cliff J Leiker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 19, 2024 - Present

CJL QUANTUM ANALYTICS

RIA

CRD#: 330215

FAIR OAKS, CA

Past

October 17, 2023 - December 12, 2023

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

RIA

CRD#: 174129

FAIR OAKS, CA

Past

May 1, 2020 - May 26, 2023

PFS INVESTMENTS INC.

CRD#: 10111

ROSEVILLE, CA

Past

March 14, 2001 - December 31, 2004

CJL FINANCIAL, LLC

RIA

CRD#: 116232

TOPEKA, KS

Past

February 17, 1989 - May 18, 1989

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

February 17, 1989 - May 18, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/16/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/1/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/14/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/1989

General Securities Representative Examination

Current Firm

CJL QUANTUM ANALYTICS

CJL QUANTUM ANALYTICS | CJL QUANTUM ANALYTICS, LLC

CRD#: 330215 / SEC#:

California

Registered Investment Advisory firm - (6/19/2024 Approved)

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Contact information

Main Address

Fair Oaks, CA

Mailing Address

Phone number

(916) 952-2691

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Cliff J. Leiker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cliff J Leiker's CRS (Customer Relationship Summary).

Certified licenses

Experience

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

PFS INVESTMENTS INC.

CJL FINANCIAL, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2023

Series 63

Date: 7/29/2020

Series 6TO

Date: 5/1/2020

SIE

Date: 1/14/2020

Series 7

Date: 2/11/1989

Current Firm

CJL QUANTUM ANALYTICS

Contact information

Documents

Red Flags

Company Information

CJL QUANTUM ANALYTICS

TRUST BUT VERIFY

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