Morgan Stanley
47yrs
Top advisor by experience in New York
35yrs
Based in New York, New York, Jeffrey Layn is a fiduciary financial advisor with 35 years of industry experience. Jeffrey has been with Clearbridge Investments since 2009; before that, Jeffrey spent a year at Putnam Investment Management and three years at Invesco AIM Private Asset Management. Clearbridge Investments offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top advisor by experience at Clearbridge Investments
OfficeOne Madison Avenue 18th Floor, New York, NY 10010
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$396,239
Advisors at the firm41
States licensed ?1 state
Services through Clearbridge Investments
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowClearbridge Investments, LLCCurrent firm
- Apr 2007 – Jun 2008Putnam Investment Management, LLCPreviously
- 2003 – 2005Invesco AIM Private Asset Management, Inc.Previously
Contact Jeffrey
(212) 805-2000Clearbridge Investments main office One Madison Avenue 18th FloorNew York, NY 10010Office · Get directions Firm websitewww.clearbridge.com
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeffrey
How do I contact Jeffrey?
Call Clearbridge Investments at (212) 805-2000 and ask for Jeffrey Layn. Jeffrey works from the New York, NY office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 1991, about 35 years. Top advisor by experience at Clearbridge Investments.
What licenses does Jeffrey hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Clearbridge Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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