Jeffrey Navarra Tomaneng

Current Employers

Employment History

• 08/2019 → 01/2021
  Sapers & Wallack, Inc.
  Newton, MA
• 08/2019 → 01/2021
  Lion Street Financial
  Austin, TX
• 08/2019 → 01/2021
  Lion Street Advisors
  Austin, TX
• 02/2021 → 10/2023
  Asset Management Resources, Llc
  Hyannis, MA
• 06/2014 → 08/2019
  Capital Analysts
  Waltham, MA
• 01/2009 → 08/2019
  Lincoln Investment
  Waltham, MA
• 11/2023 → Present
  Tiaa
  Waltham, MA
• 11/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA

Previous Registrations

• 2021-03-08 → 2023-11-15
  Asset Management Resources, Llc
  Hyannis, MA
  Waban, MA
• 2019-09-12 → 2021-01-11
  Lion Street Advisors, Llc
  Newton, MA
  Austin, TX
• 2014-06-26 → 2019-08-14
  Capital Analysts
  Waltham, MA
• 2009-01-06 → 2015-12-31
  Lincoln Investment
  Waltham, MA
• 2007-06-06 → 2009-01-05
  U.S. Financial Advisors
  Woburn, MA
  Wilmington, DE

Other Businesses

(1) Name: Lyft/Uber Position: Driver Nature: Rideshare / transportation network company driver for Lyft and Uber. Investment Related: No Hours: 15Securities Trading Hours: 0Start Date: 09/02/2023 Address: Home Address, Newton MA 02468, United States Description: Drive passengers to destinations in my personal vehicle. (2) FINANCIAL PLANNING ASSOCIATION POSITION: Non-director volunteer NATURE: Financial Planning Association (FPA) is a membership organization and trade association for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process. https://www.financialplanningassociation.org/ The committees are Heart of Financial Planning Award Committee and Programming Committee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 1290 Broadway, Suite 1625, Denver CO 80203, United States DESCRIPTION: Various committees

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-08
• S65 Uniform Investment Adviser Law Examination
  1995-06-09

Other Names

• Jeffrey Navarra Tomaneng
• Jeffrey N Tomaneng