Jeffrey
Tews
Lebenthal Global Advisors, LLC
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About this Advisor
Jeffrey Tews is a financial advisor based in Marco Island, Florida, working with Lebenthal Global Advisors, LLC. Jeffrey has previously held positions at Thrivent Investment Management Inc, Big Boulder Ski Resort, Jim Thorpe Area School District, H2Oooohh Indoor Waterpark, Kutztown University, Mt. Pocahontas Community Pool, Aharts Market, Boulder View Tavern, K-Rico Mexican Grill, Lebenthal Global Advisors, LLC, and Lebenthal Financial Services, Inc. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jeffrey is part of Lebenthal Global Advisors, LLC, which operates out of Marco Island, Florida. The firm has 10 offices and 24 employees. The firm manages assets totaling $713.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lebenthal Global Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lebenthal Global Advisors, LLC Brokerage Details
$713,494,038
24
3,176
$224,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffrey Tews Work History
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, Inc
Thrivent Investment Management Inc
K-Rico Mexican Grill
Thrivent Investment Management Inc
Boulder View Tavern
Mt. Pocahontas Community Pool
Aharts Market
Kutztown University
H2Oooohh Indoor Waterpark
Big Boulder Ski Resort
Jim Thorpe Area School District
Disclosures
Please visit the SEC profile of Jeffrey Tews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lebenthal Global Advisors, LLC
Hauppauge, NY
Hauppauge, NY
Marco Island, FL
Hauppauge, NY
San Juan, PR
Jericho, NY
Hauppauge, NY
Hauppauge, NY
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