John James Lesser
CFP®Professional Summary
John James Lesser, CFP®, who also goes by John L. Lesser, is a registered financial advisor currently at PLANTE MORAN FINANCIAL ADVISORS located in Southfield, Michigan. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John L. Lesser
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
PLANTE & MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADVISORS, LLC | PLANTE MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADIVSORS | PLANTE & MORAN FINANCIAL ADVISORS LTD PARTNERSHIP
Contact Information
Main Address
3000 Town Center Suite 100, Southfield, MI 48075Phone Number
(248) 352-2500# of Employees
144SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
19,176AUM (Assets Under Management)
$26,927,161,703Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2026 | Cover Page | Report |
| 10/28/2025 | Cover Page | Report |
| 01/27/2025 | Cover Page | Report |
| 10/23/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
PLANTE & MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADVISORS, LLC | PLANTE MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADIVSORS | PLANTE & MORAN FINANCIAL ADVISORS LTD PARTNERSHIP
State Registrations and Notice Filings
(5/21/2008)
(2/4/2010)
(5/21/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
PLANTE MORAN FINANCIAL ADVISORS — Registered Investment Advisory firm
Version Date: Fri, Mar 01, 2024
Plante Moran Financial Advisors, LLC (“PMFA”) is registered with the SEC as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
Annual fees for advisory services are assessed quarterly in arrears, tiered and based upon a percentage of the average daily balance of the fair market value of the assets being advised. There are minimum fees that apply to Client relationships. Paying minimum fees will result in a fee percentage greater than the published fee schedule.
The more assets there are in your advisory account, the more you will pay in fees, and the firm has an incentive to encourage you to increase the assets in your account.
Where it is determined to be applicable, fixed-fee arrangements are available. Exceptions to the published fee schedule will be considered on an individual case basis. Additional details are located in our ADV which was provided to you.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investment over time. Please make sure you understand fees and costs you are paying.
Questions to ask your Professional:
- Help me understand how these fees and costs might affect my investment. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:
We have an affiliated broker-dealer which provides insurance products, which creates a conflict for us if you purchase insurance through our affiliate. We also are affiliated with a trust bank. Engaging their services also presents a potential conflict of interest.
Although we do not sell proprietary products, receive incentive compensation or revenue sharing for recommending third-party products or receive income from proprietary trading, we may receive benefits from custodians that we recommend, such as compliance tools and reimbursement for attendance at sponsored events. Additional information can be found in our ADV.
Questions to ask your Professional:
- How might your conflicts of interest affect me, and how will you address them?
professionals make money? Our professionals are paid a base salary with a performance based bonus. They do not receive differential compensation based on the products sold or product sales commissions.
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