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Jedediah David Liebert

Cambridge Investment Research Advisors, Inc.

Amherst, MA

CRD 5469200

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Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Market timing

From the firm’s Form ADV. Read the guides:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-03
  • MA RA
    APPROVED
    Since 2025-07-03

Branch Locations

Amherst, MA • 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
Commonwealth Financial Network Waltham MA 02/2011 03/2019
Liebert Investment Management Amherst MA 04/2011 Present
Commonwealth Financial Network Waltham MA 03/2019 06/2025
Cambridge Investment Research Fairfield IA 06/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-04
  • S66 Uniform Combined State Law Examination
    2008-03-04
Designations
  • Certified Financial Planner
Other Names
  • Jedediah Liebert
  • Jed D Liebert

View on SEC IAPD

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