Jeffrey Michael Schulze

Clearbridge Investments, LLC

19 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 owns rental property since June 2016. This requires minimal time and does not occur during securities trading hours.

Employment History

Current Registrations

Clearbridge Investments, LLC

May 2015 - Present · 10 yrs 9 mos

Franklin Distributors, LLC

May 2015 - Present · 10 yrs 9 mos

Franklin Distributors, LLCBroker

May 2015 - Present · 10 yrs 9 mos

Previous Registrations

Lord, Abbett & CO. LLC

March 2006 - November 2014 · 8 yrs 8 mos

Lord Abbett Distributor LLCBroker

March 2006 - November 2014 · 8 yrs 8 mos

State Registrations53 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.