Jason Lieberman, CIMA®, CRPC®, CEPA®
My Mission Statement
solutions
My Story and Services
Jason works with individuals and families to develop personalized strategies for wealth accumulation, preservation, and transfer. He managed actively traded equity portfolios and consulted on university endowments. These experiences helped shape his unique approach to investing. Jason guides clients in asset allocation, portfolio analysis, and fund selection. He also provides financial guidance to business owners, including business banking and lending solutions.
A graduate of Ashland University, Jason earned degrees in Marketing and Sport Communication, with a minor in Finance. He was a varsity baseball player and helped launch a student-run investment portfolio—an early example of his hands-on approach to investing.
Jason and his team take clients through a goals-based planning process that emphasizes a disciplined investment strategy, personalized service, and ongoing communication. Their mission is to help clients navigate financial complexity with clarity and confidence.
NMLS#: 521378
CA Insurance License #: 0N05891
A Financial Plan Made For You
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future and achieve your goals.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results. The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
There's a chance your portfolio may be at risk, but how you manage that risk is what matters. Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
WHO WE SERVE
We take pride in building long-term relationships with our clients, as well as maintaining an exceptional level of professionalism. We give our clients the confidence they need to help navigate a challenging financial world through personalized service, transparency, and a fresh perspective.
Whether you're planning for retirement, looking to turn your savings into income as you transition into retirement, or are seeking to make your nest egg last, we are here to consult you on all your financial needs.
Our team is dedicated to helping you build a lasting legacy that aligns with your family's unique values and vision. Through thoughtful, multigenerational planning, we work to support the continuity of your goals across generations, preserving what matters most to you.
We have experience working with high-net-worth individuals and families, providing comprehensive wealth management services — including investment management, risk management, tax planning and estate planning strategies — tailored to help meet the unique goals and needs of you and your family.
Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit strategies.
Your family is unlike any other. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals. We deliver an exceptionally attentive level of service and dedicate ourselves to finding possible solutions to the challenges our clients face, even those challenges that fall well outside the traditional role of wealth managers.
Core Capabilities
While the strategies and solutions I provide are broad in scope, my approach is tailored to specific needs. I deliver the personalized attention you expect, as I build a structured plan focused on achieving your financial and legacy goals. Here is a brief overview of the solutions offered.
Goals are personal. Wealth Management should be too. Whatever it is you want to achieve, I am here to help. Working with me as your Financial Advisor, paired with our technology, is a great way to access advice and build a wealth plan. I will work with you to help you uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.
I pay particular attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement— and other key goals— are not compromised. I understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation.
Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. I offer a wide range of strategies that apply long held investment principles to help your assets appreciate appropriately. I embrace conflict-free decision making within a cost-effective structure.
Our comprehensive strategies, diverse talent, and global resources enable us to offer a range of investment opportunities that help you optimize your portfolio. Leveraging alternative investments can help eligible investors enhance returns, reduce volatility, manage taxes, and generate income.
Every decision we make is focused on doing the right thing for you. We help simplify your financial life, offering some of the most efficient solutions with objective advice. Above all, we are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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