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Jennifer Leigh Lavin

LATEEF INVESTMENT MANAGEMENT, LP.·GREENBRAE, California
SIE, Series 3, Series 7, Series 24, Series 63Clean recordLATEEF INVESTMENT MANAGEMENT, LP.
300 DRAKES LANDING ROAD, GREENBRAE, CA 94904-3123CRD# 2844303Firm CRD# 107049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Leigh Lavin · GREENBRAE, CA
Registration
CRD #2844303 · LATEEF INVESTMENT MANAGEMENT, LP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRAN CAPITAL MANAGEMENT, L.P.
CRD 107049 · SEC 801-9747
AUM
$945M
Regulatory assets under management
Employees
7
337 client accounts
Services offered by TRAN CAPITAL MANAGEMENT, L.P.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at TRAN CAPITAL MANAGEMENT, L.P. →
Introduction

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Frequently Asked Questions

What services does Jennifer Leigh Lavin offer?
Jennifer Leigh Lavin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENBRAE, California for a consultation.
What are Jennifer Leigh Lavin's credentials?
Jennifer Leigh Lavin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Leigh Lavin located?
Jennifer Leigh Lavin is based in GREENBRAE, California, working with LATEEF INVESTMENT MANAGEMENT, LP.. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.
How does Jennifer Leigh Lavin charge for services?
Jennifer Leigh Lavin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATEEF INVESTMENT MANAGEMENT, LP.?
LATEEF INVESTMENT MANAGEMENT, LP. has approximately 7 employees and manages $945M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LATEEF INVESTMENT MANAGEMENT, LP.

John Richard Shepherd
GREENBRAE, CA
Kathleen Van Der Wal
GREENBRAE, CA
Quoc Kinh Tran
SAN RAFAEL, CA
Eric Arthur Winterhalter
SAN RAFAEL, CA

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Research
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