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Jeffrey Irving Lehman

LEHMAN FINANCIAL RESOURCES, INC.·MEDIA, Pennsylvania
Series 7, Series 24, Series 63, Series 65Clean record20 years registeredLEHMAN FINANCIAL RESOURCES, INC.
1215 WEST BALTIMORE PIKE, MEDIA, PA 19063CRD# 1415074Firm CRD# 139500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Irving Lehman · MEDIA, PA
Registration
CRD #1415074 · LEHMAN FINANCIAL RESOURCES, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Apr 2023 – present
LEHMAN FINANCIAL RESOURCES
Jul 2018 – Apr 2023
WEST PALM BEACH, FL
LEHMAN FINANCIAL RESOURCES, INC.
Feb 2006 – Jun 2019
MEDIA, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 24, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEHMAN FINANCIAL RESOURCES, INC.
CRD 139500 · SEC 801-66283
Employees
2
Total firm employees
Services offered by LEHMAN FINANCIAL RESOURCES, INC.
Per Form ADV
Other
View all advisors at LEHMAN FINANCIAL RESOURCES, INC. →
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05

Frequently Asked Questions

What services does Jeffrey Irving Lehman offer?
Jeffrey Irving Lehman is a registered financial advisor in MEDIA, Pennsylvania. Contact their office for details on services offered.
What are Jeffrey Irving Lehman's credentials?
Jeffrey Irving Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Irving Lehman located?
Jeffrey Irving Lehman is based in MEDIA, Pennsylvania, working with LEHMAN FINANCIAL RESOURCES, INC.. Their office serves clients in the MEDIA metropolitan area and surrounding communities.
How does Jeffrey Irving Lehman charge for services?
Jeffrey Irving Lehman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEHMAN FINANCIAL RESOURCES, INC.?
LEHMAN FINANCIAL RESOURCES, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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