John W. Lehman

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CRD#: 4154722

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John William Lehman, who also goes by John W Lehman, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2000. John had worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

John W Lehman

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.

1. FAITHWARD ADVISORS, LLC POSITION: Financial Advisor NATURE: Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: 1415 Panther Lane, Suite 362, Naples FL 34109, United States DESCRIPTION: Based on Life Insurance Cash Needs Analysis data provided by the prospect/client I occasionally will recommend Life Insurance Products to cover needed life insurance coverage gaps

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 28, 2025 - March 17, 2025

FAITHWARD ADVISORS, LLC

RIA

CRD#: 116978

Fort Myers, FL

Past

October 11, 2024 - March 19, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Naples, FL

Past

October 3, 2023 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Naples, FL

Past

February 15, 2018 - October 4, 2023

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

TOLEDO, OH

Past

February 14, 2018 - October 4, 2023

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

TOLEDO, OH

Past

December 13, 2012 - January 10, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

ANN ARBOR, MI

Past

December 12, 2012 - January 10, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

ANN ARBOR, MI

Past

April 30, 2012 - December 10, 2012

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

MAUMEE, OH

Past

May 7, 2004 - December 10, 2012

NYLIFE SECURITIES LLC

CRD#: 5167

MAUMEE, OH

Past

March 15, 2004 - April 14, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

HOLLAND, OH

Past

March 12, 2004 - April 14, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

May 15, 2003 - March 12, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HOLLAND, OH

Past

March 2, 2001 - March 12, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 19, 2000 - March 2, 2001

SMH CAPITAL INVESTMENTS LLC

CRD#: 24535

FT. WORTH, TX

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".

FAITHWARD ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA

Registered Investment Advisory firm - (9/19/2002 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 3/29/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/27/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2000

General Securities Representative Examination

Current Firm

FAITHWARD ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA

Registered Investment Advisory firm - (9/19/2002 Approved)

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Contact information

Main Address

275 Hess Boulevard Suite 100, Lancaster, PA 17601

Mailing Address

Phone number

(717) 560-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAITHWARD ADVISORS PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,052
AUM (Assets Under Management)	$ 906,004,988

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
12/26/2024	Cover Page	Report
09/28/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

John W. Lehman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SMH CAPITAL INVESTMENTS LLC

Primary Firm SEC Registration

FAITHWARD ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2012

Series 63

Date: 12/27/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/18/2000

Current Firm

FAITHWARD ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAITHWARD ADVISORS, LLC

TRUST BUT VERIFY

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