Jeffrey Fahlman, financial advisor Lakewood OH
93 score

Jeffrey Fahlman

CRD Number: 2977650
Current Firm: New York Life Investment Management LLC

Jeffrey Fahlman (CRD# 2977650) is an Investment Advisor Representative working at New York Life Investment Management LLC in Lakewood, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Insurance Company Cleveland, OH Dec 2013 - Current 3
Unemployed Akron, OH Nov 2012 - Dec 2013 1
Pnc Investments Pittsburgh, PA May 2011 - Nov 2012 1
Unemployed Akron, OH Jan 2011 - Apr 2011 < 1
Trubridge, Inc. North Canton, OH Oct 2010 - Jan 2011 < 1
Unemployed Akron, OH Sep 2010 - Oct 2010 < 1
Us Census Bureau Akron, OH Feb 2010 - Aug 2010 < 1
Unemployed Akron, OH Sep 2009 - Jan 2010 < 1
Nylife Securities LLC Independence, OH May 2009 - Aug 2009 < 1
Unemployed Akron, OH May 2009 - Aug 2009 < 1
Census Bureau Detroit, MI Apr 2009 - Apr 2009 < 1
Unemployed Akron, OH Oct 2008 - Apr 2009 < 1
Charles Schwab Bank Richfield, OH Mar 2008 - Oct 2008 < 1
Charles Schwab Retirement Plan Services, Inc. Richfield, OH Jul 2000 - Oct 2008 8
Charles Schwab & Company, Inc. Richfield, OH Jul 2000 - Oct 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Jeffrey T. Fahlman
Phone Number: 212-576-7000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    101,463
    MILLIONS
  • Total Number of Accounts
    1,392
    ACCOUNTS
  • Average Account Value
    $72,890,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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