Jeffrey Lebriton
Professional summary
Jeffrey Lebriton, who also goes by Jeffrey Frank Lebriton, is a registered financial advisor currently at MORAN WEALTH MANAGEMENT, LLC located in Naples, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lebriton's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2022 - Present
MORAN WEALTH MANAGEMENT, LLC
Office #1: 5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108December 10, 2021 - August 30, 2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 18, 2021 - August 30, 2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 4, 2006 - December 14, 2006
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
MORAN WEALTH MANAGEMENT, LLC
CRD#: 319208 / SEC#: 801-123682
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2022)
(11/16/2022)
Exams
Series 7TO
Date: 8/18/2021
General Securities Representative ExaminationCurrent Firm
MORAN WEALTH MANAGEMENT, LLC
CRD#: 319208 / SEC#: 801-123682
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,102 |
| AUM (Assets Under Management) | $ 5,093,086,147 |
Red Flags
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