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JLENS

NEW YORK, NY · CRD 331778 · IAPD ↗ · jlensnetwork.org · 212-885-7870

$286.2MRegulatory AUM
5Advisory reps
5Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

59
October 2026 — JLENS reported RAUM up 56% ($183.3M -> $286.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
July 2025 — JLENS reported RAUM up 32% ($122.7M -> $162.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
December 2024 — JLENS (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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