Jonathan Lieber
Jonathan Lieber is a registered investment advisor at Raymond James & Associates, INC., based in Boulder, CO, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1881 9th Street, Suite 250, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
Gruntal & CO. IncorporatedBroker
W.H. Newbold's Son & CO., INC.Broker
J. T. Moran & CO., INC.Broker
R.C. Stamm & CO., INC.Broker
State Registrations21 states
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