Benjamin W. Lester
Professional summary
Benjamin Walker Lester, who also goes by Ben Walker Lester, Benjamin W Lester, is a registered financial advisor currently at JORDAN PARK GROUP LLC located in San Francisco, California.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Walker Lester's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2018 - Present
JORDAN PARK GROUP LLC
Office #1: 100 Pine Street Suite 2260, San Francisco, CA 94111August 18, 2015 - January 18, 2018
GOLDMAN SACHS & CO. LLC
August 5, 2011 - May 18, 2015
MORGAN STANLEY
June 22, 2011 - May 18, 2015
MORGAN STANLEY
July 25, 2006 - December 31, 2010
WILLIAM BLAIR
Primary Firm SEC Registration
JORDAN PARK GROUP LLC
CRD#: 287755 / SEC#: 801-110062
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2018)
(1/22/2020)
Exams
Current Firm
JORDAN PARK GROUP LLC
CRD#: 287755 / SEC#: 801-110062
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,261 |
| AUM (Assets Under Management) | $ 18,116,026,433 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2024 | ||
| 02/13/2024 | ||
| 06/09/2023 | ||
| 03/30/2023 |
Red Flags
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