Meet the Financial Advisors
Jonathan M. Lerche
Financial Advisor
First Heritage Financial Services
607.654.0397
Jonathan M. Lerche is a financial services professional with a background in real estate, client relationship management, and financial planning. He holds FINRA Series 7, 6, 63, and 65 licenses through LPL Financial, as well as a New York Life, Accident & Health insurance license.
Jonathan has spent more than 20 years helping individuals, families, and small businesses navigate major financial and life decisions, including real estate transactions, relocation, planning, and protection needs. He brings a relationship-focused approach, a strong interest in technology and process improvement, and a commitment to helping members feel informed, confident, and supported as they work toward their financial goals.
Jonathan has spent more than 20 years helping individuals, families, and small businesses navigate major financial and life decisions, including real estate transactions, relocation, planning, and protection needs. He brings a relationship-focused approach, a strong interest in technology and process improvement, and a commitment to helping members feel informed, confident, and supported as they work toward their financial goals.
Philip Lett
Financial Advisor, CRPS®
First Heritage Financial Services
607.654.0400Philip joined the financial industry in October 2012 as an Institutional advisor and trade broker with Fidelity Investments in the New England area. Quickly falling in love with the industry and helping clients find solutions in a fast paced trade environment Philip moved to management and compliance overseeing the operations of about two dozen traders on the trade floor for Fidelity in Merrimack, NY. In 2019 Philip and his family moved to Houston, TX with him transitioning into private wealth management for clients in the area.
He was honored to be recognized by Forbes along with his colleagues as being a top 50 wealth management team in the country two years in a row during his time in Houston with Merrill Lynch. Philip and his wife Amanda have been married for over 28 years and have 2 amazing cats that have tagged along with them during their travels. They found themselves living in the Corning area after Amanda Lett accepted a new role as Curator of the Rockwell Museum. Now living in the Corning area, Philip looks forward to working with the amazing members of First Heritage.
He was honored to be recognized by Forbes along with his colleagues as being a top 50 wealth management team in the country two years in a row during his time in Houston with Merrill Lynch. Philip and his wife Amanda have been married for over 28 years and have 2 amazing cats that have tagged along with them during their travels. They found themselves living in the Corning area after Amanda Lett accepted a new role as Curator of the Rockwell Museum. Now living in the Corning area, Philip looks forward to working with the amazing members of First Heritage.
Schedule a no-obligation appointment to meet with Philip and gain valuable information on financial planning topics that include:
- 403b and 401(k) Transition Assistance
- Mutual Funds
- Fixed, Variable and Index Annuities
- Life and Long Term care Insurance
- Retirement and Business Services
- Check the background of our financial advisor on FINRA's BrokerCheck
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LPL Financial Form CRS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Heritage Federal Credit Union and First Heritage Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Heritage Financial Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Heritage Federal Credit Union or First Heritage Financial Services. Securities and insurance offered through LPL or its affiliates are:
First Heritage Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.