Jami M. Liebl

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CRD#: 6274775

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jami Malcolm Liebl, who also goes by Jami Malcolm Liebl, was a registered financial professional .

Jami is a previously registered financial professional and started their career in finance in 2014. Jami had worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jami Malcolm Liebl

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 28, 2025 - October 21, 2025

ACORNS

RIA

CRD#: 165926

Charlotte, NC

Past

June 30, 2025 - October 21, 2025

ACORNS SECURITIES, LLC

CRD#: 168172

IRVINE, CA

Past

January 4, 2023 - June 28, 2025

ROBINHOOD SECURITIES, LLC

CRD#: 287900

LAKE MARY, FL

Past

January 4, 2023 - June 28, 2025

ROBINHOOD FINANCIAL, LLC

CRD#: 165998

LAKE MARY, FL

Past

October 28, 2022 - December 1, 2022

ETORO USA SECURITIES INC.

CRD#: 298361

Hoboken, NJ

Past

March 24, 2021 - November 15, 2022

GATSBY SECURITIES

CRD#: 300596

WHITE PLAINS, NY

Past

January 8, 2021 - August 4, 2021

VIEWTRADE SECURITIES, INC.

CRD#: 46987

BOCA RATON, FL

Past

May 23, 2014 - December 21, 2020

ALLY INVEST SECURITIES LLC

CRD#: 136131

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACORNS

ACORNS | ACORNS ADVISERS, LLC

CRD#: 165926 / SEC#: 801-78602

RIA

Registered Investment Advisory firm - (9/23/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 8/15/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/28/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/24/2015

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 6/12/2015

Registered Options Principal Examination

Current Firm

ACORNS

ACORNS | ACORNS ADVISERS, LLC

CRD#: 165926 / SEC#: 801-78602

RIA

Registered Investment Advisory firm - (9/23/2013 Approved)

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Contact information

Main Address

5300 California Avenue, Irvine, CA 92617

Mailing Address

Phone number

(855) 739-2859

Established

Firm type

Fiscal year end

# of Employees

305

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACORNS ADVISERS, LLC WRAP FEE PROGRAM BROCHURE, NOVEMBER 2025 (11/13/2025)

Regulatory assets under management

Total Number of Accounts	4,813,137
AUM (Assets Under Management)	$ 10,380,859,924

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
11/28/2023	Cover Page	Report
04/24/2023	Cover Page	Report

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

Jami M. Liebl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ACORNS SECURITIES, LLC

ROBINHOOD SECURITIES, LLC

ROBINHOOD FINANCIAL, LLC

ETORO USA SECURITIES INC.

GATSBY SECURITIES

VIEWTRADE SECURITIES, INC.

ALLY INVEST SECURITIES LLC

Primary Firm SEC Registration

ACORNS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2025

Series 63

Date: 6/28/2014

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2014

Series 24

Date: 9/24/2015

Series 4

Date: 6/12/2015

Current Firm

ACORNS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACORNS

TRUST BUT VERIFY

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