Jeffrey H. Lehman
Professional summary
Jeffrey H Lehman, who also goes by Jeff Lehman, is a registered financial professional currently at COVIEW CAPITAL, INC. located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1996. Jeffrey has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey H Lehman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2021 - Present
COVIEW CAPITAL, INC.
Office #1: 780 Third Avenue Suite 1501, New York, NY 10017November 18, 2008 - May 2, 2011
GLC SECURITIES CORP.
September 28, 2004 - February 11, 2021
BRYANT PARK CAPITAL SECURITIES, INC.
January 2, 2001 - February 5, 2001
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 7, 1999 - January 2, 2001
JWGENESIS SECURITIES, INC.
October 1, 1996 - June 1, 1999
COWEN PRIME SERVICES TRADING LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/10/2021)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
COVIEW CAPITAL, INC.
CRD#: 35842 / SEC#: , 8-47081
Contact information
FINRA licenses (6 States and Territories)
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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