Robert Jason Liebman
Investment Adviser Representative at ESI Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Jason Liebman is an investment adviser representative with ESI Financial Advisors in Boca Raton, FL, where they have been registered since 2022. They have worked in the securities industry since 1992 and have been registered with 6 firms, including Brookstone Capital Management LLC and Mutual of Omaha Investor Services, Inc. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
18 states and territories
Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Missouri, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Massachusetts Mutual LIFE Insurance CompanyFeb 2016 – Dec 2017Palm Beach Gardens, FL
- MML Investors Services, LLCSep 2016 – Dec 2017Palm Beach Gardens, FL
- Mutual of Omaha Insurance CompanyJan 2018 – Sep 2020Tampa, FL
- Mutual of Omaha Investor ServicesJan 2018 – Sep 2020Tampa, FL
- Brookstone Capital ManagementNov 2021 – Jul 2022Wheaton, IL
- AmeriLifeSep 2020 – Jul 2022Fort Meyers, FL
- Innovation Partners LLCNov 2021 – Jul 2022Charlotte, NC
- National LIFE GroupAug 2022 – no end date reportedBoca Raton, FL
- Equity Services, Inc.Aug 2022 – no end date reportedMontpelier, VT
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ESI Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $10,000
- $1 to $1,000,0001.00%
- $1,000,001 to $2,500,0000.75%
- $2,500,001 to $4,999,9990.60%
- $5,000,000 to $10,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Broker-dealer and registered investment adviser services for financial professionals, including operations support, compliance collaboration, business development resources, sales and marketing resources, software integration, and advisory services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 532
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Montpelier, VT
- Founded:
- 1968
- SEC file number:
- 801-41722
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at ESI Financial Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Jason Liebman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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