JL
Jeanette M. Lehner
BANKERS LIFE ADVISORY SERVICES
CHANTILLY, VA 20151
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CRD#: 7818251
JL
Professional summary
Jeanette May Lehner, who also goes by Jeanette Rowello, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Chantilly, Virginia and BANKERS LIFE SECURITIES, INC. located in Chantilly, Virginia.
Jeanette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jeanette has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanette Rowello
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.
Insurance Agent - I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. VICTORIA'S SECRET POSITION: Sales Support NATURE: Retail sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2015 ADDRESS: 1961 Chain Bridge Rd., Tysons Corner VA 22102, United States DESCRIPTION: Retail duties regarding sales and stocking merchandise. JEANETTE LEHNER POSITION: Owner NATURE: Landlord to tenants that live in secondary property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 14813 Hatfield Sq., Centreville VA 20120, United States DESCRIPTION: I own a second home and will be renting it out starting 5-1-2025 ST. ANDREW THE APOSTLE CATHOLIC CHURCH POSITION: secretary NATURE: Roman Catholic Church where I will be helping answer the phone, sort mail, and make copies for 8 to 12 hours per week. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 07/29/2025 ADDRESS: 6720 Union Mill Rd., Clifton VA 20124, United States DESCRIPTION: I will be helping answer the phone, sort mail, and make copies for 8 to 12 hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Jeanette May Lehner'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®
NoneExperience
Current
February 3, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 4501 Singer Court Suite 160 Suite 160, Chantilly, VA 20151RIA
CRD#: 281285
CHANTILLY, VA
Current
March 7, 2024 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 4501 Singer Court Suite 160, Chantilly, VA 20151BD
CRD#: 173962
Chantilly, 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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/2/2025)
RR
Virginia(2/3/2025)
IAR
Virginia(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Chantilly, VA 20151TRUST BUT VERIFY
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