Jerome Bruce Liebstein

Current Employers

Employment History

• 07/2006 → 11/2018
  Edelman Financial Services Llc
  Bethesda, MD
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2006-07-28 → 2018-11-01
  Edelman Financial Services, Llc
  Ellicott City, MD
  Fairfax, VA
  Bethesda, MD
  Silver Spring, MD
  Silver Spring, MD
• 2002-07-01 → 2006-07-17
  Next Financial Group, Inc.
  Potomac, MD
  Potomac, MD

Other Businesses

(1) RENTAL UNIT, NOT INVESTMENT RELATED, ROCKVILLE, MD, SOLE PROPRIETORSHIP, LANDLORD, 04/2015, 0.5 HR PER MONTH, 0 HR DURING SECURITIES TRADING, COLLECT RENT, FIX ROOF (2) N/A; INVESTMENT RELATED: No; ADDRESS: 402 Potting Shed Way Frederick, Maryland 21704; NATURE: Rental Property; POSITION: Owner; START DATE: 06/01/2023; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Rent Home (3) N/A; INVESTMENT RELATED: No; ADDRESS: 3112 Cedar Woods Terrace, Frederick, Maryland 21704; NATURE: Rental Property; POSITION: Owner; START DATE: 07/01/2020; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Rent home to renter for a 4-year term.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-19
• S65 Uniform Investment Adviser Law Examination
  1996-08-02

Designations

Other Names

• Jb Liebstein