DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeff Lesniewicz

Vestgen Advisors, LLCindependent RIAChicago, Il IA-onlyIAPD 5405377

Feed of 09/15/2026

Also filed as Jeffrey T Lesniewicz

At current firm

0 y

since Oct 1, 2025

In the industry

18 y

since Dec 4, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
Professional profile: vestgen.com/jeffrey-lesniewiczreportedvestgen.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Vestgen Advisors, LLC independent RIA current
since Oct 1, 2025 · Chicago, Il
Raymond James Financial Services Advisors, Inc BD affiliated
Sep 17, 2020 to Oct 3, 2025 · Downers Grove, Il
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 22, 2012 to Sep 18, 2020 · Oak Brook, Il
Morgan Stanley wirehouse
Mar 12, 2010 to Jun 28, 2012 · Chicago, Il
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Mar 15, 2010 · Oak Brook, Il
A. G. Edwards & Sons, Inc. unclassified
Dec 5, 2007 to Jan 1, 2008 · Oakbrook Terrace, Il

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Vestgen Advisors, LLC
left Oct 3, 2025, registered Oct 1, 2025 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services Advisors, Inc
left Sep 18, 2020, registered Sep 17, 2020 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jun 28, 2012, registered Jun 22, 2012 (-6 days) · Wirehouse to wirehouse
Wells Fargo Advisors to Morgan Stanley
left Mar 15, 2010, registered Mar 12, 2010 (-3 days) · Wirehouse to wirehouse
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Jeff Lesniewicz left Raymond James Financial Services Advisors, Inc for Vestgen Advisors, Llc (registered 2025-10-01)
Oct 3, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address