Jeffrey G. Lenhart

GRAVES LIGHT LENHART

HARRISONBURG, VA 22801

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CRD#: 6996375

Professional summary

Jeffrey Grant Lenhart, CFP®, who also goes by Jeff G Lenhart, is a registered financial advisor currently at GRAVES LIGHT LENHART located in Harrisonburg, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff G Lenhart

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 Jeffrey Grant Lenhart's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 31, 2018 - Present

GRAVES LIGHT LENHART

Office #1: 100 South Mason Street,suite C, Harrisonburg, VA 22801

RIA

CRD#: 298283

HARRISONBURG, VA

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".

GRAVES LIGHT LENHART

GRAVES LIGHT LENHART | TEAL ADVISORS, LLC | GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. | GRAVES LIGHT LENHART WEALTH, INC.

CRD#: 298283 / SEC#: 801-113908

RIA

Registered Investment Advisory firm - (8/24/2018 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

Virginia
(8/31/2018)

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 65

Date: 7/5/2018

Uniform Investment Adviser Law Examination

Current Firm

GRAVES LIGHT LENHART

GRAVES LIGHT LENHART | TEAL ADVISORS, LLC | GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. | GRAVES LIGHT LENHART WEALTH, INC.

CRD#: 298283 / SEC#: 801-113908

RIA

Registered Investment Advisory firm - (8/24/2018 Approved)

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Contact information

Main Address

100 South Mason Street Suite C, Harrisonburg, VA 22801

Mailing Address

Phone number

(540) 433-3076

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLL FIRM DISCLOSURE BROCHURE 3.4.25 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,217
AUM (Assets Under Management)	$ 1,081,499,052

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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Jeffrey G. Lenhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Grant Lenhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAVES LIGHT LENHART

Primary Firm SEC Registration

GRAVES LIGHT LENHART

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2018

Current Firm

GRAVES LIGHT LENHART

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRAVES LIGHT LENHART

TRUST BUT VERIFY

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