Peter I. Lehrer

JACOBS LEVY EQUITY MANAGEMENT

FLORHAM PARK, NJ 07932-0650

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CRD#: 2360907

Professional summary

Peter Isaac Lehrer is a registered financial advisor currently at JACOBS LEVY EQUITY MANAGEMENT located in Florham Park, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Peter has worked at 1 firm and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Isaac Lehrer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 10, 2002 - Present

JACOBS LEVY EQUITY MANAGEMENT

Office #1: 100 Campus Drive P.o. Box 650, Florham Park, NJ 07932-0650

RIA

CRD#: 107022

FLORHAM PARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JACOBS LEVY EQUITY MANAGEMENT

JACOBS LEVY EQUITY MANAGEMENT | JACOBS LEVY EQUITY MANAGEMENT INC

CRD#: 107022 / SEC#: 801-28257

RIA

Registered Investment Advisory firm - (10/30/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/10/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 3

Date: 9/20/1994

National Commodity Futures Examination

Current Firm

JACOBS LEVY EQUITY MANAGEMENT

JACOBS LEVY EQUITY MANAGEMENT | JACOBS LEVY EQUITY MANAGEMENT INC

CRD#: 107022 / SEC#: 801-28257

RIA

Registered Investment Advisory firm - (10/30/1986 Approved)

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Contact information

Main Address

100 Campus Drive 4th Floor East, Florham Park, NJ 07932-0650

Mailing Address

100 Campus Drive P.o. Box 650, Florham Park, NJ 07932-0650

Phone number

(973) 410-9222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

JACOBS LEVY EQUITY MANAGEMENT, INC. (3/31/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 31,267,294,087

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter I. Lehrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Isaac Lehrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACOBS LEVY EQUITY MANAGEMENT

Primary Firm SEC Registration

JACOBS LEVY EQUITY MANAGEMENT

State Registrations and Notice Filings

Exams

Series 3

Date: 9/20/1994

Current Firm

JACOBS LEVY EQUITY MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACOBS LEVY EQUITY MANAGEMENT

TRUST BUT VERIFY

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