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RIA / WealthAdvisor18 years in industry

JEFF LESNIEWICZ

Advisor at VESTGEN ADVISORS, LLC

CHICAGO, IL | Chicago, IL

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Search this name across graphsid dfx:ria:2bc3adbc-7cf4-406e-b228-4a47f6821a91

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 5, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VESTGEN ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 4, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Dec 4, 2007
First registration: Dec 5, 2007
Dual registered: no
Other names: JEFFREY T LESNIEWICZ
IAPD individual key: 5405377

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VESTGEN ADVISORS, LLC	Independent wealth	Oct 1, 2025	n/a	yes	Chicago, IL\|CHICAGO, IL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 17, 2020	Oct 3, 2025	no	Downers Grove, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 22, 2012	Sep 18, 2020	no	OAK BROOK, IL	Previous registration
MORGAN STANLEY	Wirehouse	Mar 12, 2010	Jun 28, 2012	no	Chicago, IL\|Oak Brook, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Mar 15, 2010	no	OAK BROOK, IL\|OAKBROOK TERRACE, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Dec 5, 2007	Jan 1, 2008	no	OAKBROOK TERRACE, IL\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	VESTGEN ADVISORS, LLC	Oct 3, 2025	Oct 1, 2025	-2	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 18, 2020	Sep 17, 2020	-1	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 28, 2012	Jun 22, 2012	-6	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	MORGAN STANLEY	Mar 15, 2010	Mar 12, 2010	-3	Firm change	Wirehouse to wirehouse
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:149018:IL:2020-09-18	Sep 18, 2020	Sep 17, 2020	OAK BROOK, IL	Firm change

Relationships

Registered with (6)

→ VESTGEN ADVISORS, LLCRegistered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 17, 2020 to Oct 3, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 22, 2012 to Sep 18, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 12, 2010 to Jun 28, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Mar 15, 2010factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Dec 5, 2007 to Jan 1, 2008factForm ADV

Dated events

Occurred
Oct 3, 2025
Advisor changed firm
Jeff Lesniewicz left Raymond James Financial Services Advisors, Inc for Vestgen Advisors, Llc (registered 2025-10-01)
Form ADVobserved 6 days ago