John Anthony Leis
Investment adviser representative at Lexaurum Advisors
33 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Lexaurum Advisors, LLCJun 2018 to now
- Not EmployedOct 2017 to May 2018
- American Century Investment Services Inc.Jan 1993 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (KS).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2324896
- Firm CRD
- 283653