Jeffrey I. Lieberman

CALDWELL FAIRFIELD ADVISORS

Fairfield, NJ 07004

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CRD#: 5072771

Professional summary

Jeffrey I Lieberman is a registered financial advisor currently at CALDWELL FAIRFIELD ADVISORS located in Fairfield, New Jersey.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PRINCIPLE IN TAX ACCOUNTING FIRM OF WEINBERG LIEBERMAN, P.C. NOT INVESTMENT RELATED. SAME ADDRESS AS ADVISORY FIRM. START DATE WAS IN JUNE OF 1987. APPROXIMATELY 225 HOURS/MONTH, ALL DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey I Lieberman'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

January 12, 2010 - Present

CALDWELL FAIRFIELD ADVISORS

Office #1: 155 Passaic Avenue Suite 370, Fairfield, NJ 07004

RIA

CRD#: 124459

Fairfield, NJ

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

New Jersey
(1/12/2010)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2010

Uniform Investment Adviser Law Examination

Current Firm

CALDWELL FAIRFIELD ADVISORS

CALDWELL FAIRFIELD ADVISORS | JAY H.WEINBERG INVESTMENT ADVISOR,LLC

CRD#: 124459 / SEC#:

New Jersey

Registered Investment Advisory firm - (11/13/2001 Approved)

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Contact information

Main Address

155 Passaic Avenue Suite 370, Fairfield, NJ 07004

Mailing Address

Phone number

(973) 403-0400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jeffrey I. Lieberman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey I Lieberman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALDWELL FAIRFIELD ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2010

Current Firm

CALDWELL FAIRFIELD ADVISORS

Contact information

Documents

Red Flags

Company Information

CALDWELL FAIRFIELD ADVISORS

TRUST BUT VERIFY

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