JL
Jeff Lesniewicz
VESTGEN ADVISORS | Financial Advisor
Chicago, IL 60606
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CRD#: 5405377
JL
Professional summary
Jeff Lesniewicz, who also goes by Jeffrey T Lesniewicz, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Chicago, Illinois.
Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeff has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey T Lesniewicz
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)Name of Business: N/A Address: Hinsdale, IL, 60521, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 04/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: see above Address: Hinsdale, IL, 60521, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 09/18/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: The Athlete Collective Inc Address: 5117 Main St, Downers Grove, IL, 60515, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will take a role of Chairman of the Board of Directors.
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Lesniewicz'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
October 1, 2025 - Present
VESTGEN ADVISORS, LLC
Office #1: One North Franklin 20th Floor, Chicago, IL 60606RIA
CRD#: 318657
Chicago, IL
Past
September 17, 2020 - October 3, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Downers Grove, IL
Past
September 17, 2020 - October 3, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Downers Grove, IL
Past
June 22, 2012 - September 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
OAK BROOK, IL
Past
June 22, 2012 - September 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
OAK BROOK, IL
Past
March 12, 2010 - June 28, 2012
MORGAN STANLEY
RIA
CRD#: 149777
CHICAGO, IL
Past
March 12, 2010 - June 28, 2012
MORGAN STANLEY
BD
CRD#: 149777
CHICAGO, IL
Past
January 1, 2008 - March 15, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
OAK BROOK, IL
Past
January 1, 2008 - March 15, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
OAK BROOK, IL
Past
December 5, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
OAKBROOK TERRACE, IL
Past
October 9, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
OAKBROOK TERRACE, IL
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".
VA
VESTGEN ADVISORS, LLC
ENNEA WEALTH SOLUTIONS | WEALTH MANAGMENT GROUP | WEALTH MANAGEMENT GROUP, L.L.C. | VESTGEN WEALTH PARTNERS | VESTGEN OAK BROOK | VESTGEN NAPLES | VESTGEN NAPERVILLE | VESTGEN KANSAS CITY | VESTGEN INVERNESS & DOWNERS GROVE | VESTGEN GLEN ELLYN | VESTGEN EGG HARBOR | VESTGEN DOWNERS GROVE | VESTGEN CHICAGO | VESTGEN ADVISORS, LLC | VESTGEN ADVISORS | VESTGEN | VESTBRIDGE ADVISORS | OPTIMUM INVESTMENT ADVISORS | LANDMARK CAPITAL | FOUNTAIN WEALTH
CRD#: 318657 / SEC#: 801-123390
RIA
Registered Investment Advisory firm - (3/4/2022 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.Highlighted states indicate IAR registrations
IAR
Florida(10/3/2025)
IAR
Illinois(10/1/2025)
IAR
Texas(10/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VA
VESTGEN ADVISORS, LLC
ENNEA WEALTH SOLUTIONS | WEALTH MANAGMENT GROUP | WEALTH MANAGEMENT GROUP, L.L.C. | VESTGEN WEALTH PARTNERS | VESTGEN OAK BROOK | VESTGEN NAPLES | VESTGEN NAPERVILLE | VESTGEN KANSAS CITY | VESTGEN INVERNESS & DOWNERS GROVE | VESTGEN GLEN ELLYN | VESTGEN EGG HARBOR | VESTGEN DOWNERS GROVE | VESTGEN CHICAGO | VESTGEN ADVISORS, LLC | VESTGEN ADVISORS | VESTGEN | VESTBRIDGE ADVISORS | OPTIMUM INVESTMENT ADVISORS | LANDMARK CAPITAL | FOUNTAIN WEALTH
CRD#: 318657 / SEC#: 801-123390
RIA
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Contact information
Main Address
1605 West Colonial Parkway, Inverness, IL 60067
Mailing Address
Phone number
(312) 237-4446
Established
Firm type
Fiscal year end
# of Employees
115
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,800 |
| AUM (Assets Under Management) | $ 3,470,310,102 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VESTGEN ADVISORS, LLC
Financial AdvisorCRD#: 318657Chicago, IL 60606TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
