Jeffrey Leibfarth
Jeffrey Leibfarth is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 1998Employment Separation After Allegations
July 1997Employment Separation After Allegations
March 1995Other Business ActivitiesSells Insurance
Jeffrey operates under the name Financial Concepts & Retirement Strategies, an insurance and investment agency. He sells fixed annuities and insurance products.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Legend Advisory CORP
Legend Equities CorporationBroker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Donahue Securities, INC.Broker
Pmg Securities CorporationBroker
L.M. Kohn & CompanyBroker
Aag Securities, INC.Broker
Aegon USA Securities INC.Broker
Legend Capital CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.