Nathan M Lieb

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2016 → 07/2024
  Charles Schwab & Co Inc
  Sylvania, OH
• 06/2016 → 07/2024
  Charles Schwab Bank
  Sylvania, OH
• 08/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2016-06-28 → 2024-08-21
  Charles Schwab & Co., Inc.
  Sylvania, OH
  Novi, MI
• 2015-01-13 → 2016-06-13
  J.P. Morgan Securities Llc
  Findlay, OH
  Lima, OH
• 2010-07-02 → 2014-12-04
  Charles Schwab & Co., Inc.
  Ann Arbor, MI
  Troy, MI
  Ann Arbor, MI

Other Businesses

Liberty Benton Schools Type: Sports Date: 11/01/24 Title: 7th grade basketball coach Trad Hrs: 0 Tot Hrs: 6 Desc: Coaching Middle School Basketball City-State: Findlay OH

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• Nathan Lieb
• Nathan Michael Lieb