Jeffrey Lehman, financial advisor Media PA
93 score

Jeffrey Lehman

CRD 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 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lehman Financial Resources, Inc. West Chester, PA Jan 2006 - Current 10
Royal Alliance Associates, Inc. Media, PA Nov 1989 - Current 27
Lehman Associates Media, PA Nov 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Jeffrey I. Lehman
Phone Number: 610-565-2343
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    515
    MILLIONS
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $497,120
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, NJ, NY, PA

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

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