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Jason Bellamy Lersch

Capital Group Private Client Services, Inc.

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About Jason Bellamy Lersch

Jason Bellamy Lersch is an investment advisor representative at Capital Group Private Client Services, Inc. Jason is a Certified Financial Planner® professional and has been in the industry since 2006. Jason's current registrations are with the states of California, Georgia, Illinois, Nevada, New York, and Texas. His previous employers were Northern Trust Securities, Inc. and Capital Guardian Trust Company. Jason's investment advisor representative (IAR) registration is currently active in Illinois and inactive in California. Jason has completed the Series 63, Series 7, and Securities Industry Essentials (SIE) exams. Jason specializes in asset allocation, investment strategies, and portfolio management. Jason works with a variety of clients, including individuals, families, foundations, and trusts.

Firm Information

Jason Lersch is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lersch’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

IL

09/04/2013 - 07/02/2015

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

IL

02/01/2006 - 10/05/2011

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/04/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Bellamy Lersch.
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