Jason M. Leibowitz
Professional summary
Jason Michael Leibowitz is a registered financial advisor currently at WESTEND ADVISORS, LLC located in Pinecrest, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Leibowitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2022 - Present
WESTEND ADVISORS, LLC
October 29, 2015 - February 1, 2022
WESTEND ADVISORS, LLC
February 22, 2011 - May 13, 2015
FORESIDE FUND SERVICES, LLC
June 1, 2009 - February 10, 2011
MORGAN STANLEY
March 17, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
January 28, 2004 - December 13, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 28, 2004 - December 13, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 16, 2003 - January 26, 2004
EQUITABLE ADVISORS, LLC
August 22, 2003 - January 26, 2004
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
WESTEND ADVISORS, LLC
CRD#: 133279 / SEC#: 801-63626
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2025)
(3/2/2022)
Exams
Current Firm
WESTEND ADVISORS, LLC
CRD#: 133279 / SEC#: 801-63626
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,002 |
| AUM (Assets Under Management) | $ 1,699,961,169 |
Red Flags
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