Jeremy M Leffel

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Cerity Partners Llc
  New York, NY
• 06/2023 → 07/2023
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Jennison Associates
  New York, NY
• 06/2014 → 07/2020
  Full-Time Education
  Plainview, NY
• 06/2019 → 07/2019
  Camp Ihc
  Equinunk, PA
• 08/2020 → 05/2024
  University Of Wisconsin-Madison
  Madison, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-10
• S65 Uniform Investment Adviser Law Examination
  2024-08-28