Jeffrey Wright Layn

Clearbridge Investments, LLC

33 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementSocially Responsible Investing

Clearbridge Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

45 advisors

Number of Clients

122,375 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$180.8B

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Location

One Madison Avenue, 18th Floor, New York, NY, 10010

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Jeffrey is a co-owner of multiple real estate holding companies, including Verbritt, LLC, SEOVAC, LLC, Wright Ventures LLC, Royden, LLC, and Lusa Nita Retreat LLC. He is also a partner in NextGen Family Ventures LLC, dedicating minimal time to these ventures.

Employment History

Current Registrations

Clearbridge Investments, LLC

June 2009 - Present · 16 yrs 8 mos

Franklin Distributors, LLC

June 2008 - Present · 17 yrs 8 mos

Franklin Distributors, LLCBroker

June 2008 - Present · 17 yrs 8 mos

Previous Registrations

Putnam Investment Management, LLC

April 2007 - June 2008 · 1 yr 2 mos

Putnam Retail Management Limited PartnershipBroker

October 2005 - June 2008 · 2 yrs 8 mos

Aim Private Asset Management

January 2003 - August 2005 · 2 yrs 7 mos

A I M Distributors, INC.Broker

January 2001 - August 2005 · 4 yrs 7 mos

Franklin/templeton Distributors, INC.Broker

October 1996 - January 2001 · 4 yrs 3 mos

Invest Financial CorporationBroker

April 1995 - August 1996 · 1 yr 4 mos

Gateway Investment Services, INC.Broker

June 1994 - December 1994 · 6 mos

Invest Financial CorporationBroker

May 1992 - June 1994 · 2 yrs 1 mo

Titan/value Equities Group, INC.Broker

January 1992 - April 1992 · 3 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.