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Jeffrey Grant Lenhart

GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, Virginia
Series 65Clean record7 years registeredGRAVES LIGHT LENHART WEALTH, INC.
100 SOUTH MASON STREET, HARRISONBURG, VA 22801CRD# 6996375Firm CRD# 298283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Grant Lenhart · HARRISONBURG, VA
Registration
CRD #6996375 · GRAVES LIGHT LENHART WEALTH, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

Aug 2018present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 31, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRAVES LIGHT LENHART WEALTH, INC.
CRD 298283 · SEC 801-113908
AUM
$1.1B
Regulatory assets under management
Employees
10
1,141 client accounts
Services offered by GRAVES LIGHT LENHART WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Grant Lenhart offer?
Jeffrey Grant Lenhart specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HARRISONBURG, Virginia for a consultation.
What are Jeffrey Grant Lenhart's credentials?
Jeffrey Grant Lenhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Grant Lenhart located?
Jeffrey Grant Lenhart is based in HARRISONBURG, Virginia, working with GRAVES LIGHT LENHART WEALTH, INC.. Their office serves clients in the HARRISONBURG metropolitan area and surrounding communities.
How does Jeffrey Grant Lenhart charge for services?
Jeffrey Grant Lenhart'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 GRAVES LIGHT LENHART WEALTH, INC.?
GRAVES LIGHT LENHART WEALTH, INC. has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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