Jeff Lesniewicz
Investment adviser representative at Vestgen Advisors, LLC
14 yearsExperience
3 statesRegistered in
$6.7BFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Vestgen Advisors, LLCOct 2025 to now
- Raymond James Financial Services Advisors, Inc.Sep 2020 to Sep 2025
- Raymond James Financial Services, Inc.Sep 2020 to Sep 2025
- Bank of America, N.A.Aug 2012 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2012 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TX).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 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
- 5405377
- Firm CRD
- 318657