Jason Anthony Lenagh
Investment adviser representative at Tlg Advisors, Inc.
18 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Enlightened Financial PlanningOct 2021 to now
- Tlg Advisors, Inc.Jul 2021 to now
- The Leaders Group IncJul 2021 to now
- Harvest FinancialJun 2021 to Oct 2021
- Cetera Advisors NetworkJan 2021 to Jul 2021
- Curnes Financial GroupJan 2021 to Jul 2021
- TD Ameritrade, Inc.Jul 2014 to Jan 2021
- Tiburon Financial LLC.Mar 2003 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NE).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6374587
- Firm CRD
- 111052