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John Jay Lenz

THE Leaders Group, Inc.

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About John Jay Lenz

John Lenz is a financial advisor based in Littleton, Colorado. John has been in the financial industry since 1985 and is currently registered with The Leaders Group, Inc. in Littleton, Colorado. Previously, John was with ING Financial Partners, Inc., Locust Street Securities, Inc., Washington Square Securities, Inc., ReliaStar Financial Marketing Corp., and Linsco/Private Ledger Corp. John holds Series 6, 26 and 63 licenses and is registered in California, Florida, Idaho, Iowa, Oregon, Texas, Utah and Washington.

Firm Information

John Lenz is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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John Lenz’s Registration & Firm History

CO

11/14/2013 - Present

THE Leaders Group, Inc. (LITTLETON CO)

OR

01/01/2004 - 11/18/2013

ING FINANCIAL PARTNERS, INC. (PORTLAND OR)

IA

12/18/1998 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

CT

10/01/1995 - 12/31/1996

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

WA

06/15/1994 - 10/01/1995

RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)

SC

05/20/1992 - 03/09/1994

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IN

05/19/1983 - 06/09/1992

PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)

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Licenses & Designations

BC

Issued 10/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Jay Lenz.
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