JL
Jonathan S. Liebl
GENRISE WEALTH ADVISORS LLC
Mt. Laurel, NJ 08054
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CRD#: 7460173
JL
Professional summary
Jonathan Salvatore Liebl, CFP® is a registered financial advisor currently at GENRISE WEALTH ADVISORS LLC located in Mt. Laurel, New Jersey.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathan has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Salvatore Liebl'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®
CFP®
Start date: 2021
Experience
Current
January 19, 2022 - Present
GENRISE WEALTH ADVISORS LLC
Office #1: 309 Fellowship Rd Suite 200, Mt. Laurel, NJ 08054RIA
CRD#: 317337
Mt. Laurel, 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(1/19/2022)
Exams
Current Firm
GW
GENRISE WEALTH ADVISORS LLC
GENRISE WEALTH ADVISORS | GENRISE WEALTH ADVISORS, LLC | GENRISE WEALTH ADVISORS LLC
CRD#: 317337 / SEC#:
New Jersey
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Contact information
Main Address
309 Fellowship Rd Suite 200, Mt. Laurel, NJ 08054
Mailing Address
Phone number
(609) 436-9734
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 79 |
| AUM (Assets Under Management) | $ 9,202,040 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
