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Jonathan Reed Liggett

JL SQUARED GROUP, LLC·PHILADELPHIA, Pennsylvania
Series 3Clean record1 years registeredJL SQUARED GROUP, LLC
2929 ARCH STREET, 13TH FLOOR, PHILADELPHIA, PA 19104-2864CRD# 5919219Firm CRD# 157815

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Reed Liggett · PHILADELPHIA, PA
Registration
CRD #5919219 · JL SQUARED GROUP, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

ORBITAL MANAGEMENT
Feb 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · February 7, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JL SQUARED GROUP, LLC
CRD 157815 · SEC 801-72454
AUM
$237M
Regulatory assets under management
Employees
2
12 client accounts
Services offered by JL SQUARED GROUP, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at JL SQUARED GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Jonathan Reed Liggett offer?
Jonathan Reed Liggett specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Jonathan Reed Liggett's credentials?
Jonathan Reed Liggett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Reed Liggett located?
Jonathan Reed Liggett is based in PHILADELPHIA, Pennsylvania, working with JL SQUARED GROUP, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Jonathan Reed Liggett charge for services?
Jonathan Reed Liggett's firm is compensated through other: expense reimbursement received from the lubert family. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JL SQUARED GROUP, LLC?
JL SQUARED GROUP, LLC has approximately 2 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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