Jeffrey Lebriton

Employer firm

Moran Wealth Management, LLC CRD 319208

$5.10B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL
• 07/2011 → 02/2021
  Pnc Wealth Management
  Naples, FL
• 08/2022 → Present
  Moran Wealth Management, Llc
  Naples, FL

Previous Registrations

• 2021-12-10 → 2022-08-30
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Other Businesses

LIMITLESS TRAVEL, LLC, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START: 8/19/2019, 5 HRS/MONTH, 0 HRS DURING TRADING, TRAVEL AGENCY.; POA FOR AUNT, INV RELATED, FORT MYERS, FL, START: 6/14/2012, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR AUNT, INV RELATED, NAPLES, FL, START: 6/11/2022, 4 HRS/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-09
• S63 Uniform Securities Agent State Law Examination
  2006-08-24

Other Names

• Jeffrey Lebriton
• Jeffrey Frank Lebriton