Unclaimed Profile

Jennifer Lee Sheldon

L2 ASSET MANAGEMENT, LLC·ROCHESTER, New York

Clean recordL2 ASSET MANAGEMENT, LLC

510 CLINTON SQUARE, ROCHESTER, NY 14604CRD# 4361599Firm CRD# 172688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lee Sheldon · ROCHESTER, NY

Registration

CRD #4361599 · L2 ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennifer Lee Sheldon is a registered financial advisor based in ROCHESTER, New York, affiliated with L2 ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

L2 ASSET MANAGEMENT, LLC

AUM

$473M

Regulatory assets under management

Employees

Total firm employees

View all advisors at L2 ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4361599

Firm CRD# 172688

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Lee Sheldon offer?

Jennifer Lee Sheldon specializes in Investment Management, Retirement Planning. Contact their office in ROCHESTER, New York for a consultation.

What are Jennifer Lee Sheldon's credentials?

Jennifer Lee Sheldon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lee Sheldon located?

Jennifer Lee Sheldon is based in ROCHESTER, New York, working with L2 ASSET MANAGEMENT, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Jennifer Lee Sheldon charge for services?

Jennifer Lee Sheldon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L2 ASSET MANAGEMENT, LLC?

L2 ASSET MANAGEMENT, LLC has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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