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John William Lehman

American Portfolios Financial Services, Inc.

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About John William Lehman

John William Lehman is a financial advisor currently registered with American Portfolios Financial Services, Inc. John has been active in the industry since July 14, 2000 and has experience with a variety of firms. His previous employers include The Huntington Investment Company, TIAA-CREF Individual & Institutional Services, LLC, NYLIFE Securities LLC, Wachovia Securities Financial Network, LLC, Wachovia Securities, LLC and Westport Resources Investment Services, Inc. John holds the Series 63, Series 66, Series 7 and SIE licenses. He is currently registered in Florida.

Firm Information

John Lehman is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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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John Lehman’s Registration & Firm History

FL

10/03/2023 - Present

American Portfolios Financial Services, Inc. (Naples FL)

OH

02/14/2018 - 10/04/2023

THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)

MI

12/12/2012 - 01/10/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)

OH

05/07/2004 - 12/10/2012

NYLIFE SECURITIES LLC (MAUMEE OH)

MO

03/12/2004 - 04/14/2004

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

03/02/2001 - 03/12/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

TX

05/19/2000 - 03/02/2001

WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)

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Licenses & Designations

BOTH

Issued 03/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John William Lehman.
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