Jacob Lieberman

PROSHARE ADVISORS LLC

Cumming, GA

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CRD#: 6385901

Professional summary

Jacob Lieberman, who also goes by Jacob William Lieberman, Jacob Lieberman, is a registered financial advisor currently at PROSHARE ADVISORS LLC located in Cumming, Georgia and PROFUNDS DISTRIBUTORS, INC. located in Bethesda, Maryland.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jacob has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob William Lieberman | Jacob Lieberman

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.

VACATIONS BY OLIVIA LLC; NOT INVESTMENT RELATED; 4930 HOPEWELL MANOR DR, CUMMING, GA 30028, USA; INDEPENDENT CONTRACTOR TRAVEL AGENT; NO ACTING ROLE. MEMBER OF SPOUSES LLC SOLELY FOR ESTATE PLANNING PURPOSE; START: 03/2023; NONE; NO ACTING ROLE. MEMBER OF SPOUSES TRAVEL AGENT LLC SOLELY FOR ESTATE PLANNING PURPOSE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob 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

September 11, 2024 - Present

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

Cumming, GA

Current

August 14, 2024 - Present

PROFUNDS DISTRIBUTORS, INC.

Office #1: 7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

CRD#: 19541

Bethesda, MD

Past

January 7, 2020 - July 31, 2024

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

Cumming, GA

Past

January 7, 2020 - July 31, 2024

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

ATLANTA, GA

Past

October 16, 2017 - December 26, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ROCHESTER HILLS, MI

Past

October 16, 2017 - December 26, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

ROCHESTER HILLS, MI

Past

November 24, 2014 - August 17, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

October 20, 2014 - August 17, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLOOMFIELD HILLS, MI

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".

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(8/14/2024)

IAR

Maryland
(9/11/2024)

North Carolina
(8/14/2024)

South Carolina
(8/14/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/20/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 Approved)

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Contact information

Main Address

7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

Mailing Address

Phone number

(240) 497-6400

Established

Firm type

Fiscal year end

# of Employees

104

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 74,000,000,000

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

Jacob Lieberman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PROSHARE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2014

FINRA

Current Firm

PROSHARE ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

PROSHARE ADVISORS LLC

TRUST BUT VERIFY

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