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Jeffrey Irving Lehman

Ep Wealth Advisors

Media, PA

Torrance, CA

CRD 1415074

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Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-03
NJ RA APPROVED 2025-11-03
TX RA APPROVED 2024-07-04
PA RA APPROVED 2023-04-18
  • CA RA
    APPROVED
    Since 2025-11-03
  • NJ RA
    APPROVED
    Since 2025-11-03
  • TX RA
    APPROVED
    Since 2024-07-04
  • PA RA
    APPROVED
    Since 2023-04-18

Branch Locations

1215 W. Baltimore Pike Ste 8, Media, PA 19063 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc. Media PA 11/1989 03/2023
Lehman Financial Resources, Inc. Media PA 01/2006 03/2023
Lehman & Derafelo Financial Resources Llc Media PA 06/2018 03/2023
Ep Wealth Advisors Torrance CA 03/2023 Present
  • 11/1989 → 03/2023
    Royal Alliance Associates, Inc.
    Media, PA
  • 01/2006 → 03/2023
    Lehman Financial Resources, Inc.
    Media, PA
  • 06/2018 → 03/2023
    Lehman & Derafelo Financial Resources Llc
    Media, PA
  • 03/2023 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2018-07-20 → 2023-04-10
    Lehman Financial Resources
    Media, PA
    West Palm Beach, FL
  • 2006-02-24 → 2019-06-27
    Lehman Financial Resources, Inc.
    Media, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-29
S63 Uniform Securities Agent State Law Examination 1985-12-11
  • S65 Uniform Investment Adviser Law Examination
    2005-11-29
  • S63 Uniform Securities Agent State Law Examination
    1985-12-11

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OBRIEN GREENE & CO INC

Nearby Investors

CHERYL ANN PLUNKETT
CRAIG GARTH HACKER
DAVID JAMES BLOOM

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEDIA, PA
EDWARD JONES · MEDIA, PA
EDWARD JONES · MEDIA, PA

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