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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Walker Lester is a financial advisor who has been in the industry since 2006. Benjamin Lester is currently registered with Jordan Park Group LLC. Benjamin Lester has also worked for Goldman Sachs & Co. LLC, Morgan Stanley, and William Blair & Company L.L.C. Benjamin Lester holds the Series 3, 7, 31, 63, and 65 licenses. Benjamin Lester specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, high-net-worth individuals, investment companies, and pooled investment vehicles. Benjamin Lester has also been a member of the Investment Committee for the Ronald McDonald House at Stanford since 2017.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/22/2020 - Present
Jordan Park Group LLC (SAN FRANCISCO CA)
CA
08/18/2015 - 01/18/2018
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
MA
06/22/2011 - 05/18/2015
MORGAN STANLEY (BOSTON MA)
IL
07/25/2006 - 12/31/2010
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IA
Issued 08/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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