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Jeffrey Douglas Lent

Torray Investment Partners LLC

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About Jeffrey Douglas Lent

Jeffrey Lent is a financial advisor with Torray Investment Partners LLC in Naples, FL. Jeffrey has been in the financial services industry since 1988 and has a strong background in investment advisory services. Jeffrey is registered as an investment advisor representative in Florida, Maryland, and Massachusetts. Jeffrey holds the Series 6, 7, 63, and 65 licenses. Jeffrey is committed to providing clients with personalized financial advice and investment management services.

Firm Information

Jeffrey Lent is currently registered with Torray Investment Partners LLC. Torray Investment Partners LLC is an investment advisor headquartered in Bethesda, MD. The firm primarily provides portfolio management services for individuals, businesses, and investment companies, managing approximately $657.2 million in assets. They specialize in customized investment strategies tailored to individual client needs and have a strong track record of delivering exceptional results.
Torray Investment Partners LLC

7501 WISCONSIN AVENUE

BETHESDA, MD 20814-6523

$657.26M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Lent’s Registration & Firm History

FL

10/31/2019 - Present

Torray Investment Partners LLC (Naples FL)

MA

09/07/1991 - 07/19/1999

TUCKER ANTHONY INCORPORATED (BOSTON MA)

MA

08/09/1990 - 09/27/1990

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NA

09/19/1988 - 08/06/1990

PRESCOTT, BALL & TURBEN, INC.

NA

02/18/1988 - 10/13/1988

KEMPER FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 06/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Douglas Lent.
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