Jeffrey LehmanCRD Number: 1415074
Current Firm: Lehman Financial Resources, Inc.
Jeffrey Lehman (CRD# 1415074) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 32 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Sensenig Capital Advisors, Inc.
|Lehman Financial Resources, Inc.||Media, PA||Jan 2006 - Current||12|
|Royal Alliance Associates, Inc.||Media, PA||Nov 1989 - Current||28|
|Lehman Associates||Media, PA||Nov 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management595MILLIONS
Total Number of Accounts1,244ACCOUNTS
Average Account Value$477,986
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, NY, PA, TX