Caleb Lennon has been an investment adviser representative at Tandem Investment Partners since March 2022, and is not listed among the firm’s executive officers or direct owners. Caleb Lennon studied at Arizona State University.
Tandem Investment Partners, LLC is a Bordentown, NJ firm with $200M under management, 192 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Caleb Lennon is Director of Tandem Investment Partners. He has over 23 years of investment management experience, providing investment consulting services to retirement savings plans in the governmental and private sectors. He also provides wealth management solutions to a broad spectrum of clients.
Caleb Lennon’s longest registration was 14 years at Nationwide Investment Advisors, LLC (2007–2022). Before joining Tandem Investment Partners in 2022, Caleb Lennon was registered through Nationwide Investment Advisors, LLC.
- – present · 4 yearsChandler, AZ · Adviser representative · Firm CRD 172309
- Nationwide Investment Advisors, LLC– · 14 yearsColumbus, OH · Adviser representative · Firm CRD 142373
Investment adviser representative registrations
Caleb Lennon is registered as an investment adviser representative in Arizona, since March 2022.
- ArizonaSince 7 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 June 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 March 2006 |
| Series 7 | General Securities Representative Examination | 15 November 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Full name
- Caleb Wayne Lennon
- CRD
- 2996886
- Firm
- Tandem Investment Partners · CRD 172309
- Office
- Chandler, AZ
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tandeminvestment.com
Where does Caleb Lennon work?
Caleb Lennon is an investment adviser representative registered through Tandem Investment Partners, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Caleb Lennon a financial advisor?
Yes. Caleb Lennon has a current investment-adviser registration in Arizona, through Tandem Investment Partners since March 2022.
How many years of experience does Caleb Lennon have?
Caleb Lennon has 22 years in the financial industry, since March 2004, across 2 adviser firms.
What exams has Caleb Lennon passed?
Caleb Lennon has passed 4 licensing exams: the Series 7, Series 6, Series 63 and Series 66. The earliest, the Series 7, was passed in November 2000. FINRA credited Caleb Lennon with the SIE, which began in October 2018.
Where did Caleb Lennon work before Tandem Investment Partners?
Before Tandem Investment Partners, Caleb Lennon was registered through Nationwide Investment Advisors, LLC, July 2007 to February 2022.
Where is Caleb Lennon based?
Caleb Lennon’s registered office is in Chandler, AZ.
Is Caleb Lennon registered with FINRA?
No. Caleb Lennon has no current broker registration.
How can I verify Caleb Lennon’s record?
Search CRD 2996886 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Lennon’s full registration record.
