DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Allen Leber
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Nov 1, 2024
In the industry
18 y
since Feb 25, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mai Capital Management, LLC independent RIA currentsince Nov 1, 2024 · Berwyn, Pa
- Hyperion Partners, LLC formerOct 22, 2018 to Oct 28, 2024 · Berwyn, Pa
- Redwood Wealth Management Group, LLC independent RIAJul 1, 2016 to Nov 30, 2018 · Medford, Nj
- Rubicon Wealth Management, LLC formerJun 30, 2008 to Oct 12, 2016 · Bala Cynwyd, Pa
- Sei Investments Management Corp mixed wealthFeb 25, 2008 to Feb 25, 2009 · Oaks, Pa
Moves
a registration end followed by a registration begin elsewhere
- Hyperion Partners, LLC to Mai Capital Management, LLCleft Oct 28, 2024, registered Nov 1, 2024 (4 days) · RIA to RIA · moved with a team
- Redwood Wealth Management Group, LLC to Hyperion Partners, LLCleft Nov 30, 2018, registered Oct 22, 2018 (-39 days) · RIA to a newly registered adviser · moved with a team
- Rubicon Wealth Management, LLC to Redwood Wealth Management Group, LLCleft Oct 12, 2016, registered Jul 1, 2016 (-103 days) · Other
- Sei Investments Management Corp to Rubicon Wealth Management, LLCleft Feb 25, 2009, registered Jun 30, 2008 (-240 days) · Other
Signals
- Jeffrey Allen Leber left Hyperion Partners, Llc for Mai Capital Management, Llc (registered 2024-11-01)Oct 28, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address