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Jonathan Salvatore Liebl

Genrise Wealth Advisors LLC

Mt. Laurel, NJ

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Current Employers
Genrise Wealth Advisors Llc

309 Fellowship Rd Suite 200, Mt. Laurel, NJ 08054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-01-19
  • NJ RA
    APPROVED
    Since 2022-01-19

Branch Locations

309 Fellowship Rd Suite 200, Mt. Laurel, NJ 08054 • 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
Genrise Wealth Advisors Llc South Plainfield NJ 11/2021 Present
Summit Place Financial Advisors, Llc Summit NJ 12/2019 10/2020
Bank Of America Private Bank New York NY 04/2012 11/2019
Unemployed South Plainfield NJ 11/2020 11/2021
Genrise Wealth Advisors Llc South Plainfield NJ 01/2022 Present
  • 11/2021 → Present
    Genrise Wealth Advisors Llc
    South Plainfield, NJ
  • 12/2019 → 10/2020
    Summit Place Financial Advisors, Llc
    Summit, NJ
  • 04/2012 → 11/2019
    Bank Of America Private Bank
    New York, NY
  • 11/2020 → 11/2021
    Unemployed
    South Plainfield, NJ
  • 01/2022 → Present
    Genrise Wealth Advisors Llc
    South Plainfield, NJ
Designations

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC · Mt. Laurel, NJ
EQUITABLE ADVISORS, LLC · MOORESTOWN, NJ
WASHINGTON CROSSING ADVISORS LLC · MORRISTOWN, NJ
PRIVATE ADVISOR NETWORK, LLC · MORRISTOWN, NJ
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