Jeffrey I Lieberman

Current Employers

Caldwell Fairfield Advisors

155 Passaic Avenue Suite 370, Fairfield, NJ 07004 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2010-01-12

NJ RA
APPROVED

Since 2010-01-12

Branch Locations

155 Passaic Avenue Suite 370, Fairfield, NJ 07004 • 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

Organization	City	State	From	To
Weinberg Lieberman, P.C.	West Caldwell	NJ	06/1987	Present
Jay H.WEinberg Investment Advisor,Llc	West Caldwell	NJ	10/2009	Present

06/1987 → Present

Weinberg Lieberman, P.C.

West Caldwell, NJ
10/2009 → Present

Jay H.WEinberg Investment Advisor,Llc

West Caldwell, NJ

Other Businesses

PRINCIPLE IN TAX ACCOUNTING FIRM OF WEINBERG LIEBERMAN, P.C. NOT INVESTMENT RELATED. SAME ADDRESS AS ADVISORY FIRM. START DATE WAS IN JUNE OF 1987. APPROXIMATELY 225 HOURS/MONTH, ALL DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-01-11

S65 Uniform Investment Adviser Law Examination

2010-01-11

View on SEC IAPD

Current Employers

Caldwell Fairfield Advisors

Disclosures

Employment History

Other Businesses

Exams

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