Jeremy Brown
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Jeremy Brown Email & Phone Number

Research Analyst, Institutional Trader at Lincoln Investment | MBA (Temple University, 2021) at Lincoln Investment
Location: Greater Philadelphia, United States, United States 5 work roles 2 schools
1 work email found @lincolninvestment.com 2 phones found area 215 and 312 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@lincolninvestment.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lincoln Investment
Role
Research Analyst, Institutional Trader at Lincoln Investment | MBA (Temple University, 2021)
Location
Greater Philadelphia, United States, United States
Company size
577 employees

Who is Jeremy Brown? Overview

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Quick answer

Jeremy Brown is listed as Research Analyst, Institutional Trader at Lincoln Investment | MBA (Temple University, 2021) at Lincoln Investment, a company with 577 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at lincolninvestment.com, phone signal with area code 215, 312, and a matched LinkedIn profile for Jeremy Brown.

Jeremy Brown previously worked as Research Analyst, Institutional Trader at Lincoln Investment and Securities Trader at Lincoln Investment. Jeremy Brown holds Master Of Business Administration, Strategic Management from Fox School Of Business At Temple University.

Company email context

Email format at Lincoln Investment

This section adds company-level context without repeating Jeremy Brown's masked contact details.

{first_initial}{last}@lincolninvestment.com
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AeroLeads found 1 current-domain work email signal for Jeremy Brown. Compare company email patterns before reaching out.

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Profile bio

About Jeremy Brown

Accomplished investment professional with diverse industry experience including discretionary account trading, portfolio management, and client relationship management. I hold the Series 7, 63, 24, 52, and 53 licenses and earned my MBA from Temple University in 2021.

Listed skills include Public Relations, Marketing, Sports, Sports Management, and 13 others.

Current workplace

Jeremy Brown's current company

Company context helps verify the profile and gives searchers a useful next step.

Lincoln Investment
Lincoln Investment
Research Analyst, Institutional Trader at Lincoln Investment | MBA (Temple University, 2021)
fort washington, pennsylvania, united states
Website
lincolninvestment.com
Employees
577
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Company profile
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5 roles

Jeremy Brown work experience

A career timeline built from the work history available for this profile.

Research Analyst, Institutional Trader

Current
Lincoln Investment

Fort Washington, Pennsylvania, United States

  • Build and maintain model portfolio suite in partnership with internal and third-party managers
  • Facilitate management of the firm’s fixed-income portfolios, reinforcing oversight and stewardship of a multitude of unique, client-specific strategies
  • Collaborative member of the firm’s Investment Committee, offering analysis of current market conditions and impact on portfolio strategies
Dec 2022 - Present

Securities Trader

Lincoln Investment

Fort Washington, Pennsylvania

  • Executed transactions across various asset classes including equities, fixed income, mutual funds, and exchange-traded funds
  • Addressed and resolved issues with both clearing firm and advisors promptly to ensure seamless management of client accounts
  • Prepared 13F reports per SEC regulations, ensuring timely and accurate submission of required information
Feb 2020 - Dec 2022

Client Representative - Retirement

Vanguard

Malvern, Pennsylvania

  • Developed rapport with the client to better understand current retirement strategies and positioned options better suited towards present and future needs
  • Guided clients towards necessary resolution where corrective measures were needed to rectify ineligible contributions or related issues
  • Directed small business owners in managing employer-sponsored retirement plans; enrolled participants and ensured contributions were recorded accurately and timely
Sep 2019 - Nov 2019

Select Services Investment Professional

Vanguard

Malvern, Pennsylvania

  • Utilized verbal and visual cues to resolve primary client needs while learning more about the client beyond the stated reason for calling Vanguard
  • Positioned additional products and services, exclusively to those with $500,000 or more invested, of potential benefit after primary needs were addressed
  • Assumed ownership of complex client situations requiring additional action beyond the initial conversation
Nov 2017 - Sep 2019

Client Relationship Associate

Vanguard

Malvern, Pennsylvania

  • Tended to the needs of Vanguard’s largest segment of retail clients; completing transactions and educating on available products and services
  • Assessed client needs and provided guidance based on findings; focusing on the importance of risk tolerance, asset allocation, and diversification
  • Engaged in consultative dialogue to better understand clients’ unique situations, introducing solutions intended to provide the best potential opportunity for investment success
Sep 2016 - Nov 2017
Team & coworkers

Colleagues at Lincoln Investment

Other employees you can reach at lincolninvestment.com. View company contacts for 577 employees →

VR Vicky Ruth, Pmp®, Popm Vicky Ruth, Pmp®, Popm Colleague at Lincoln InvestmentPhiladelphia, Pennsylvania, United States, United States View → PD Paul Dellamonica, Jr., Cfp® Paul Dellamonica, Jr., Cfp® Colleague at Lincoln InvestmentGreater Philadelphia, United States View → DE Danny Etheridge Danny Etheridge Colleague at Lincoln InvestmentWilliston, Florida, United States, United States View → BC Bob Castellani Bob Castellani Colleague at Lincoln InvestmentGreater Philadelphia, United States View → ME Mark E. Inserra, Cfa Mark E. Inserra, Cfa Colleague at Lincoln InvestmentDevon, Pennsylvania, United States, United States View → TT Tony Torrence Tony Torrence Colleague at Lincoln InvestmentCollegeville, Pennsylvania, United States, United States View → WV William Voliva William Voliva Colleague at Lincoln InvestmentNew York City Metropolitan Area, United States View → DB Diane Bilello Diane Bilello Colleague at Lincoln InvestmentHauppauge, New York, United States, United States View → RS Raymond Schmalz Raymond Schmalz Colleague at Lincoln InvestmentOld Bridge, New Jersey, United States, United States View → KL Kristin Lanzi Kristin Lanzi Colleague at Lincoln InvestmentRockville Centre, New York, United States, United States View →
2 education records

Jeremy Brown education

FAQ

Frequently asked questions about Jeremy Brown

Quick answers generated from the profile data available on this page.

What company does Jeremy Brown work for?

Jeremy Brown works for Lincoln Investment.

What is Jeremy Brown's role at Lincoln Investment?

Jeremy Brown is listed as Research Analyst, Institutional Trader at Lincoln Investment | MBA (Temple University, 2021) at Lincoln Investment.

What is Jeremy Brown's email address?

AeroLeads has found 1 work email signal at @lincolninvestment.com for Jeremy Brown at Lincoln Investment.

What is Jeremy Brown's phone number?

AeroLeads has found 2 phone signal(s) with area code 215, 312 for Jeremy Brown at Lincoln Investment.

Where is Jeremy Brown based?

Jeremy Brown is based in Greater Philadelphia, United States, United States while working with Lincoln Investment.

What companies has Jeremy Brown worked for?

Jeremy Brown has worked for Lincoln Investment and Vanguard.

Who are Jeremy Brown's colleagues at Lincoln Investment?

Jeremy Brown's colleagues at Lincoln Investment include Vicky Ruth, Pmp®, Popm, Paul Dellamonica, Jr., Cfp®, Danny Etheridge, Bob Castellani, and Mark E. Inserra, Cfa.

How can I contact Jeremy Brown?

You can use AeroLeads to view verified contact signals for Jeremy Brown at Lincoln Investment, including work email, phone, and LinkedIn data when available.

What schools did Jeremy Brown attend?

Jeremy Brown holds Master Of Business Administration, Strategic Management from Fox School Of Business At Temple University.

What skills is Jeremy Brown known for?

Jeremy Brown is listed with skills including Public Relations, Marketing, Sports, Sports Management, Facebook, Research, Sports Marketing, and Investment Guidance.

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