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Jason Michael Leibowitz

WESTEND ADVISORS, LLC·CHARLOTTE, North Carolina
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1001 MOREHEAD SQUARE DRIVE, CHARLOTTE, NC 28203CRD# 4551201Firm CRD# 133279
01

About

Jason Michael Leibowitz is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with WESTEND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WESTEND ADVISORS, LLC
WESTEND ADVISORS, LLC
AUM
$1.5B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at WESTEND ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4551201
Firm CRD# 133279
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Michael Leibowitz offer?
Jason Michael Leibowitz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Jason Michael Leibowitz's credentials?
Jason Michael Leibowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Michael Leibowitz located?
Jason Michael Leibowitz is based in CHARLOTTE, North Carolina, working with WESTEND ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Jason Michael Leibowitz charge for services?
Jason Michael Leibowitz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTEND ADVISORS, LLC?
WESTEND ADVISORS, LLC has approximately 29 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLOTTE
Martin Mung Loon Wai — COVENANT CREDIT PARTNERS, LLCRon Baron — COVENANT CREDIT PARTNERS, LLCJames Jeffrey Bibbings — FUNDSEEDER INVESTMENTS, LLCThomas Michael Finke — BARINGS LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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