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J.F. LEHMAN AND COMPANY LLC

NEW YORK, NY · CRD 292932 · IAPD ↗ · jflpartners.com · 212-634-0100

$9.01BRegulatory AUM
45Advisory reps
58Employees
0Clients
n/aPlanning clients
26Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — J.F. LEHMAN AND COMPANY LLC grew from 39 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — J.F. LEHMAN AND COMPANY LLC reported RAUM up 28% ($6.28B -> $8.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — J.F. LEHMAN AND COMPANY LLC grew from 32 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2024 — J.F. LEHMAN AND COMPANY LLC reported RAUM up 48% ($4.23B -> $6.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.