Jason Lehrer
Financial Advisor, Partner at Main Street Financial Group (MSFG) | New York, New York, United States
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Jason Lehrer is a seasoned Financial Advisor and Partner at Main Street Financial Group (MSFG), where he leverages his extensive expertise in financial planning and investment advisory services to guide clients toward achieving their financial goals. With a strong foundation in finance and a commitment to personalized service, Jason specializes in comprehensive financial strategies that encompass retirement planning, college education funding, and life insurance solutions. His proficiency in utilizing advanced financial tools, including Microsoft Excel and other financial modeling software, allows him to provide clients with tailored investment strategies that align with their unique circumstances.
At MSFG, Jason is currently spearheading several key projects aimed at enhancing client engagement and education. He is actively involved in developing workshops and seminars that focus on financial literacy, helping clients navigate the complexities of investment options and market trends. His leadership skills and management experience enable him to effectively mentor junior advisors, fostering a collaborative environment that prioritizes client success.
Jason's dedication to excellence is further exemplified by his commitment to staying abreast of industry regulations and trends, ensuring that his clients receive informed and compliant advice. As a registered representative with Kestra Investment Services, LLC, he adheres to the highest standards of professionalism and integrity in the financial services industry. By combining his analytical skills with a deep understanding of client needs, Jason Lehrer continues to make a significant impact at Main Street Financial Group, empowering individuals and families to secure their financial futures. For inquiries, he can be reached at 631-269-2300 or via email at [email protected].
Financial Advisor, Partner at Main Street Financial Group (MSFG) in January 2009 to Present
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Microsoft Office
Social Media
Public Speaking
Management
Investments
Research
Leadership
Mutual Funds
Event Planning
Microsoft Excel
Wealth Management
Marketing
Financial Analysis
Portfolio Management
Financial Services
Finance
Securities
Financial Advisory
Nonprofit Organizations
Financial Planning
Strategic Planning
Asset Management
Retirement Planning
College Savings Plans
Investment Advisory Services
Estate Planning
Financial Goals
College Education Planning
Life Insurance
Retirement Income Strategies
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Discover more about Main Street Financial Group (MSFG)What is Jason Lehrer email address?
Email Jason Lehrer at [email protected] and [email protected]. This email is the most updated Jason Lehrer email found in 2026.
What is Jason Lehrer phone number?
Jason Lehrer phone number is +16315251888 and +19173704100.
How to contact Jason Lehrer?
To contact Jason Lehrer send an email to [email protected] or [email protected]. If you want to call Jason Lehrer try calling on +16315251888 and +19173704100. (updated on October 29, 2024)
What is Jason Lehrer net worth?
Jason Lehrer has an estimated net worth of $750,000 to $999,999
What company does Jason Lehrer work for?
Jason Lehrer works for Main Street Financial Group (MSFG)
What is Jason Lehrer's role at Main Street Financial Group (MSFG)?
Jason Lehrer is Financial Advisor, Partner
What industry does Jason Lehrer work in?
Jason Lehrer works in the Financial Services industry.
Jason Lehrer Email Addresses
Jason Lehrer Phone Numbers
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