JL
JL
Jeffrey Lieberman
39 Years of Experience
Los Angeles, CA
1 DisclosureBroker
Jeffrey Lieberman is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2024Pending
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2001 - June 2009 · 7 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2001 - June 2009 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1987 - July 2001 · 13 yrs 11 mos
Mony Securities CORP.Broker
November 1986 - September 1987 · 10 mos
Manequity, INC.Broker
August 1986 - September 1986 · 1 mo
State Registrations27 states
AZCACOCTDCFLGAIDILINLAMAMIMOMTNCNJNMNVNYOHORPATNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.