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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lehman is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with EP Wealth Advisors and has held previous registrations with Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Easter Kramer Group Securities, Inc., Investment Brokers of America, and AMEV Investors, Inc. Jeffrey is a licensed Investment Advisor Representative in Pennsylvania, Texas, and is currently pending approval in California and New Jersey. He specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
07/04/2024 - Present
EP Wealth Advisors (Media PA)
PA
11/19/1989 - 03/27/2006
ROYAL ALLIANCE ASSOCIATES, INC. (PHOENIXVILLE PA)
NA
05/24/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/16/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/03/1987 - 06/17/1989
EASTER KRAMER GROUP SECURITIES, INC.
NA
04/26/1986 - 01/19/1987
INVESTMENT BROKERS OF AMERICA
NA
11/20/1985 - 04/21/1986
AMEV INVESTORS, INC.
IA
Issued 11/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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