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Jeremiah M Lesniak

Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed 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

10 years in the industry.

  1. Edward JonesSep 2025 to now
  2. J.P. Morgan Securities LLCSep 2024 to Sep 2025
  3. JPMorgan Chase Bank, N.A.Sep 2024 to Sep 2025
  4. Wells Fargo Bank, N.A.Nov 2023 to Aug 2024
  5. Empire Home LoansApr 2023 to Sep 2023
  6. Mint Casino LLC Legends Bay CasinoJan 2023 to Jan 2024
  7. Big Valley MortgageFeb 2022 to Dec 2023
  8. American Pacific Mortgage CorporationJan 2022 to Apr 2023
  9. Aims Power IncSep 2021 to Dec 2021
  10. Aims Power IncSep 2020 to Jul 2021
  11. LouiesOct 2017 to Jul 2018
  12. Tahoe Sierra Recreation IncAug 2017 to Dec 2021
  13. Tahoe City Lumber Co IncJun 2017 to Aug 2017
  14. Southern Oregon UniversitySep 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NV, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
7994880
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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