JL
Jason C. Lesnik
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Manassas, VA 20110
Some features on this profile are disabled
CRD#: 2323418
JL
Professional summary
Jason Carlton Lesnik, who also goes by Jason Carlton Lesnick, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Manassas, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Woodstock, Virginia.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Carlton Lesnick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MADISON FINANCIAL SERVICES, LLC. 9219 CENTER STREET, MANASSAS,VA. 12/11/1998, Independent insurance agent for various independent insurance companies. INVESTMENT RELATED, 5/WEEKLY, 1/TRADE 2) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 55/WEEK 30/TRADE. 03/01/16. 3) Manassas Volunteer Fire Company, 9322 CENTREVILLE RD, Manassas VA 20110. 5/1988, Member, Not investment related, 2 HR/WK, 1/trading. 4) CUSTOS FINANCIAL SERVICES, LLC, 13430 HIDDEN MEADOW COURT, HERNDON, VA, DBA, 05/03/03, INV REL, PRESIDENT/OWNER, 1/MO- 0/TRADING 5) MADISON GROUP BENEFITS, 9219 CENTER STREET, MANASSAS, VA, SHELL COMPANY DIRECTOR, 06/11/17, NIR, 1 HR/MO- .25 HR/TRADING 6) ADVOCACY ADVISORS, 9219 Center Street, Manassas VA 20110, United States, 05/17/2023, IAR, Owner/Partner of a Business Entity, NIR, 40 HR/MO - 20 HR/MO TRADING 7) ATLANTIC CAPITAL PARTNERS LLC, 9219 CENTER STREET MANASSAS VA 20110, 10/2023, SECURITIES DBA, INV REL, 20 HR/MO 20 HR/MO TRADING 8) MANASSAS VOLUNTEER FIRE COMPANY, INC., 9322 Centreville Road, PO BOX 46, Manassas VA 20110, United States, 09/01/2025, President, Volunteer, NIR, 20 HR/MO - 4 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jason Carlton Lesnik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 1, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 9219 Center Street, Manassas, VA 20110Office #2: 500 Libbie Ave Suite 1b, Richmond, VA 23226Office #3: 8503 Lee Court, Manassas, VA 20110Office #4: 415 S Main St, Woodstock, VA 22664RIA
CRD#: 134139
Manassas, VA
Current
April 1, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 415 S Main St, Woodstock, VA 22664Office #2: 9219 Center St, Manassas, VA 20110Office #3: 500 Libbie Ave Suite 1b, Richmond, VA 23226BD
CRD#: 39543
Woodstock, VA
Past
June 11, 2004 - April 1, 2016
WALL STREET FINANCIAL GROUP, INC.
RIA
CRD#: 35830
Manassas, VA
Past
May 11, 2004 - April 1, 2016
WALL STREET FINANCIAL GROUP, INC.
BD
CRD#: 35830
Manassas, VA
Past
July 20, 2001 - May 14, 2004
EMPIRE FINANCIAL GROUP, INC.
BD
CRD#: 28759
LONGWOOD, FL
Past
September 19, 2000 - July 20, 2001
CENTENNIAL CAPITAL MANAGEMENT, INC.
BD
CRD#: 38988
ATLANTA, GA
Past
February 28, 2000 - September 15, 2000
AMERICAN FRONTEER FINANCIAL CORPORATION
BD
CRD#: 1398
DENVER, CO
Past
January 1, 1998 - February 25, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
April 23, 1996 - January 1, 1998
BOWLES HOLLOWELL CONNER & CO.
BD
CRD#: 17511
CHARLOTTE, NC
Past
April 13, 1993 - August 8, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
April 13, 1993 - August 8, 1994
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/14/2018)
RR
California(9/10/2020)
RR
Colorado(4/1/2016)
RR
Delaware(10/19/2023)
RR
District of Columbia(4/1/2016)
RR
Florida(1/3/2022)
RR
Indiana(1/3/2023)
RR
Maryland(4/1/2016)
RR
Massachusetts(4/1/2016)
RR
Michigan(4/18/2024)
RR
New Jersey(4/1/2016)
RR
New York(5/6/2025)
RR
North Carolina(4/1/2016)
RR
Ohio(2/6/2019)
RR
Oklahoma(5/31/2024)
RR
Pennsylvania(1/19/2018)
RR
Rhode Island(11/20/2024)
RR
South Carolina(4/1/2016)
RR
Tennessee(1/2/2025)
RR
Texas(7/3/2019)
IAR
Texas(7/10/2019)
RR
Vermont(10/25/2017)
RR
Virginia(4/1/2016)
IAR
Virginia(4/1/2016)
RR
West Virginia(10/25/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
