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Jason Michael Leibowitz

Westend Advisors, LLC

Pinecrest, FL

Charlotte, NC

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Current Employers
Westend Advisors, Llc

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-16
NC RA APPROVED 2022-03-02
  • FL RA
    APPROVED
    Since 2025-01-16
  • NC RA
    APPROVED
    Since 2022-03-02

Branch Locations

Pinecrest, FL • United States

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westend Advisors Llc Charlotte NC 08/2015 Present
Victory Capital Services, Inc. Brooklyn OH 01/2022 Present
  • 08/2015 → Present
    Westend Advisors Llc
    Charlotte, NC
  • 01/2022 → Present
    Victory Capital Services, Inc.
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-29
S66 Uniform Combined State Law Examination 2003-10-15
  • S65 Uniform Investment Adviser Law Examination
    2015-10-29
  • S66 Uniform Combined State Law Examination
    2003-10-15
Other Names
  • Jason Michael Leibowitz

View on SEC IAPD

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