Jacob William Lieberman

330 Madison Avenue 10Th Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-19
GA	RA	APPROVED	2026-08-17

Branch Locations

330 Madison Avenue 10Th Floor, New York, NY 10017 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	08/2014	08/2017
Bank Of America, N.A.	Bloomfield Hills	MI	08/2014	08/2017
Jp Morgan Chase Bank	Rochester Hills	MI	10/2017	12/2019
Jp Morgan Securities Llc	Rochester Hills	MI	10/2017	12/2019
Umemployed	Oxford	MI	08/2017	09/2017
Invesco	Atlanta	GA	12/2019	07/2024
Profunds Distributors, Inc.	Cumming	GA	07/2024	08/2026
Guggenheim Funds Distributors, Llc	Chicago	IL	08/2026	Present
Guggenheim Investments, Llc	New York	NY	08/2026	Present

08/2014 → 08/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
08/2014 → 08/2017

Bank Of America, N.A.

Bloomfield Hills, MI
10/2017 → 12/2019

Jp Morgan Chase Bank

Rochester Hills, MI
10/2017 → 12/2019

Jp Morgan Securities Llc

Rochester Hills, MI
08/2017 → 09/2017

Umemployed

Oxford, MI
12/2019 → 07/2024

Invesco

Atlanta, GA
07/2024 → 08/2026

Profunds Distributors, Inc.

Cumming, GA
08/2026 → Present

Guggenheim Funds Distributors, Llc

Chicago, IL
08/2026 → Present

Guggenheim Investments, Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-11-20