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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 Layn has been in the financial services industry since 1992 and is currently registered with Clearbridge Investments, LLC. Jeffrey Layn has a Series 7, Series 6, Series 63 and Series 66 licenses. Jeffrey Layn specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Jeffrey Layn also has experience with providing investment advisory services to insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and individuals other than high-net-worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/30/2009 - Present
Clearbridge Investments, LLC (NEW YORK NY)
MA
10/12/2005 - 06/02/2008
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
TX
01/05/2001 - 08/11/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
CA
10/29/1996 - 01/04/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
WI
04/07/1995 - 08/26/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
06/15/1994 - 12/14/1994
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
WI
05/06/1992 - 06/14/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
01/06/1992 - 04/13/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BOTH
Issued 10/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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