Jay Ryan Lieberman

Employer firm

Palmer Square Capital Management LLC CRD 155697

$25.6B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• COLLATERAL MANAGER FOR CLOS/CDOS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 08/2020
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 09/2011 → 08/2021
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 05/2021 → 12/2024
  Delaware Distibutors, L.P.
  Philadelphia, PA
• 05/2021 → 11/2024
  Macquarie Investment Management
  Philadelphia, PA
• 12/2024 → 03/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2025 → Present
  Palmer Square Capital Management, Llc
  Portsmouth, NH
• 04/2025 → Present
  Foreside Fund Services, Llc
  Portsmouth, NH
• 01/2025 → 03/2025
  Ae Financial Services, Llc
  Topeka, KS

Previous Registrations

• 2025-01-07 → 2025-03-12
  Ae Wealth Management, Llc
  Portsmouth, NH
• 2021-08-20 → 2024-12-03
  Nomura Investment Management Business Trust
  Philadelphia, PA
  Portsmouth, NH

Other Businesses

1). Palmer Square Capital Management, LLC; Investment Related; Portsmouth, NH; Investment Firm; Vice President; Start Date 3/17/2025; 160 Hrs Per Month; Wholesaler for private funds, ETFs, Interval Funds, Mutual Funds. 2). City of Portsmouth; Not Investment Related; Portsmouth, NH; Public Office; Police Commissioner-Elected; Administrative role that approves internal department promotions, submits budget recommendations to the City Council; Start: 1/1/2026; 1 Hour Per Month and 0 During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-20
• S63 Uniform Securities Agent State Law Examination
  2008-10-23

Other Names

• Jay R Lieberman
• Jay Lieberman
• Jay Ryan Lieberman