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Jeffrey Grant Lenhart

Graves Light Lenhart

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About Jeffrey Grant Lenhart

Jeffrey Lenhart is an investment advisor representative associated with Graves Light Lenhart and is based in Harrisonburg, VA. Jeffrey is a Certified Financial Planner and is licensed in Virginia. Jeffrey has been in the financial industry since 2002. Jeffrey holds the Series 65, Uniform Investment Adviser Law Examination and is an active investment advisor representative. Jeffrey specializes in working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans and provides services such as financial planning, pension consulting, publication of periodicals, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Jeffrey Lenhart is currently registered with Graves Light Lenhart. Graves Light Lenhart is a privately held Registered Investment Advisor (RIA) firm based in Harrisonburg, Virginia. They provide investment management services to individuals, families, and institutions. Their services include financial planning, pension consulting, and portfolio management. The firm manages approximately $1.09 billion in assets.
Graves Light Lenhart

100 SOUTH MASON STREET

HARRISONBURG, VA 22801

$1.09B

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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 Lenhart’s Registration & Firm History

VA

08/31/2018 - Present

Graves Light Lenhart (HARRISONBURG VA)

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Licenses & Designations

IA

Issued 07/05/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Grant Lenhart.
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