DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner18 years in industry

JEDEDIAH DAVID LIEBERT

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Amherst, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb2a2e73-d7ef-5782-4d95-3a02b4ca9181

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 4, 2008
First registration: Mar 5, 2008
Dual registered: no
Other names: JEDEDIAH LIEBERT|JED D LIEBERT
IAPD individual key: 5469200

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 3, 2025	n/a	yes	Amherst, MA	Current employment
LIEBERT INVESTMENT MANAGEMENT	n/a	Apr 4, 2012	Dec 3, 2020	no	KEENE, NH	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 7, 2011	Jun 30, 2025	no	KEENE, NH\|Amherst, MA\|Keene, NH\|Amherst, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 5, 2008	Feb 9, 2011	no	KEENE, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	LIEBERT INVESTMENT MANAGEMENT	Jun 30, 2025	Apr 4, 2012	-4,835	Firm change after gap	Other
LIEBERT INVESTMENT MANAGEMENT	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 3, 2020	Jul 3, 2025	1,673	Firm change after gap	Other
WELLS FARGO ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Feb 9, 2011	Feb 7, 2011	-2	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Jul 3, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 7, 2011 to Jun 30, 2025factForm ADV
→ LIEBERT INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Apr 4, 2012 to Dec 3, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 5, 2008 to Feb 9, 2011factForm ADV

Dated events

Occurred
Jun 30, 2025
Advisor changed firm
Jedediah David Liebert left Commonwealth Financial Network for Liebert Investment Management (registered 2012-04-04)
Form ADVobserved 5 days ago