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

Jacob William Lieberman

Guggenheim Investmentsasset managerCumming , Ga dual registrantIAPD 6385901

Feed of 09/14/2026

Also filed as Jacob Lieberman

At current firm

0 y

since Aug 17, 2026

In the industry

12 y

since Aug 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Guggenheim Investments asset manager current
since Aug 17, 2026 · Cumming , Ga
Proshare Advisors LLC asset manager
Sep 11, 2024 to Aug 10, 2026 · Cumming, Ga
Invesco Advisers, Inc. asset manager
Jan 7, 2020 to Jul 31, 2024 · Atlanta, Ga
J.P. Morgan Securities LLC wirehouse
Oct 16, 2017 to Dec 26, 2019 · Rochester Hills, Mi
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 24, 2014 to Aug 17, 2017 · Bloomfield Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

Proshare Advisors LLC to Guggenheim Investments
left Aug 10, 2026, registered Aug 17, 2026 (7 days) · Other
Invesco Advisers, Inc. to Proshare Advisors LLC
left Jul 31, 2024, registered Sep 11, 2024 (42 days) · Other
J.P. Morgan Securities LLC to Invesco Advisers, Inc.
left Dec 26, 2019, registered Jan 7, 2020 (12 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left Aug 17, 2017, registered Oct 16, 2017 (60 days) · Wirehouse to wirehouse

Signals

Jacob William Lieberman left Proshare Advisors Llc for Guggenheim Investments (registered 2026-08-17)
Aug 10, 2026 · Advisor changed firm · fact
Jacob William Lieberman left Invesco Advisers, Inc. for Proshare Advisors Llc (registered 2024-09-11)
Jul 31, 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address