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Elizabeth Jenny Lean

Managing DirectorTolleson Private Wealth Management, LLCCRD 8342765

About Elizabeth Jenny Lean

Elizabeth Jenny Lean is listed as Managing Director at Tolleson Private Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Tolleson Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Elizabeth Jenny Lean work?

Elizabeth Jenny Lean is listed as Managing Director at Tolleson Private Wealth Management, LLC on SEC Form ADV.

How much of Tolleson Private Wealth Management, LLC does Elizabeth Jenny Lean own?

Form ADV reports a beneficial ownership band of Under 5%.

Tolleson Private Wealth Management, LLC

TitleManaging Director
OwnershipUnder 5%
Control personYes
Since2026