JL
JL

Jeff Lesniewicz

18 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1901 Butterfield Rd, Suite 100, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeff is involved in private investment/private securities transactions since 2020, dedicating minimal time to these activities. He also serves as Chairman of the Board of Directors for The Athlete Collective Inc, dedicating a few hours per week.

Employment History
Current Registrations
Vestgen Advisors, LLC
October 2025 - Present · 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
September 2020 - October 2025 · 5 yrs 1 mo
Raymond James Financial Services Advisors, INC
September 2020 - October 2025 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - September 2020 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - September 2020 · 8 yrs 3 mos
Morgan Stanley Smith Barney LLC
March 2010 - June 2012 · 2 yrs 3 mos
Morgan Stanley Smith BarneyBroker
March 2010 - June 2012 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - March 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2010 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.
December 2007 - January 2008 · 1 mo
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
State Registrations3 states
FLILTX
Advisor
Exams
No exam information available for this advisor.
Jeff Lesniewicz - Financial Advisor | TrueAdvisor