Alex Leiser
Advisor at Edward Jones — Bourbonnais, IL Main St NW
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Bourbonnais, IL 60914
Edward Jones
Institution
Alex Leiser is a financial advisor at Edward Jones in Bourbonnais, Illinois, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Vista Wealth Advisors/Wells Fargo Advisors Financial Network LLC from 2024 to 2026 and at SMB Capital/KERSCHNER TRADE GROUP from 2022 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Bourbonnais, IL Main St NW
761 Main St NW Suite D
Bourbonnais IL 60914
Advisors at this office
2
Florida · Illinois · Michigan · New York
1 year of industry experience
Edward Jones
2026 - Present • 1 year
St Louis, MO
Vista Wealth Advisors/Wells Fargo Advisors Financial Network LLC
2024 - 2026 • 2 years
Bourbonnais, IL
Unemployed
2024 - 2024 • 1 year
Herscher, IL
SMB Capital/KERSCHNER TRADE GROUP
2022 - 2024 • 2 years
New York, NY
Unemployed
2020 - 2022 • 2 years
Herscher, IL
Student
2012 - 2020 • 8 years
Normal, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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