NEA MEMBER BENEFITS
Firm details
- Headquarters
- GAITHERSBURG, Maryland
- CRD number
- 138196
- Registered since
- November 10, 2005
- Website
- www.neamb.com
- Fee structure
- Fixed Fees, Other
- Services
- Publication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
NEA Member Benefits operates primarily as an advisor focused on member-facing education and publication services rather than traditional discretionary asset management. The firm is SEC-registered (2005) and operates across multiple states. Its stated business activities emphasize the publication of periodicals or newsletters and delivering educational seminars and workshops, which suggests its advisory value is delivered through guidance, content and fixed-fee programs rather than an asset-based advisory model. The firm’s fee structure is listed as fixed fees and other non‑asset based arrangements. NEA Member Benefits is not classified as a capital allocator, is not identified as an active ESG investor, and does not present itself as a pension consultant or a related adviser. Ownership is recorded as a domestic entity and individual ownership structure, while regulatory classification is unclassified.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Leona Lindner
President, CEOCRD 7821298
LISA OZKAN
Chief Compliance OfficerCRD 5061654
CHRISTINE TARRAGO
Chief Financial OfficerCRD 7999167
Contacts
3 of 9JASMAN JONES
DirectorCRD 5818544
ALBERT LLORENS
DirectorCRD 8192502
SHANNON RASMUSSEN
DirectorCRD 8192497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GAITHERSBURG, MD
MONTGOMERY
Location
GAITHERSBURG, MD
Headquartered in GAITHERSBURG, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 900 Clopper Rd
- Time zone
- ET (UTC-5)
- Office locations
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