JL
JL

Jarita Liang

6 Years of Experience
New York, NY
Broker

Jarita Liang is a registered investment advisor, based in New York, NY, with 6 years of industry experience.

Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jefferies Investment Advisers LLC
September 2024 - Present · 1 yr 10 mos
Jefferies LLCBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2023 - August 2024 · 1 yr 2 mos
J.P. Morgan Securities LLC
June 2023 - January 2024 · 7 mos
Moelis & Company LLCBroker
August 2021 - April 2023 · 1 yr 8 mos
Goldman Sachs & CO. LLCBroker
January 2021 - August 2021 · 7 mos
Goldman Sachs Ayco Personal Financial Management
June 2020 - August 2021 · 1 yr 2 mos
Mercer Allied Company, L.P.Broker
August 2019 - January 2021 · 1 yr 5 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jarita Liang - Financial Advisor | TrueAdvisor