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James Arthur Lesnar Jr.

Advisor at Edward Jones — Worthington, MN Oxford St

Updated today

Credentials

Series 63

Experience

38 years

Location

Worthington, MN 56187-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

James Lesnar Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1988. Outside of his advisory role, he is involved in managing rental properties in Worthington, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment options under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

See office

Worthington, MN Oxford St

414 Oxford St

Worthington MN 56187-0000

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

38 years of industry experience

Edward D. Jones & CO., L.P.

1988 - Present • 38 years

Worthington, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kelly M

Series 63

Worthington, MN

PFG Advisors

Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Scott R

Series 63, Series 65

Worthington, MN

Private Advisor Group, LLC

Scott Rall is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at Askar Advisors Group. Outside of his advisory role, he is involved in prairie restoration through his business, Rall Seeding Service, and contributes as an outdoor writer for local newspapers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment strategies.

Annuities Founder/Business Owner
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Michael W

Series 63, Series 66

Worthington, MN

LPL Financial

Michael Woll is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked at Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll is also a notary public in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Alaina K

CFP®, Series 66

Worthington, MN

LPL Financial

Alaina Kolpin is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. She previously worked for Momentum Independent Network Inc. for eight years. Outside of financial advising, Alaina owns Kolpin Landscaping, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd H

Series 63, Series 65

Worthington, MN

Equitable Advisors

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves in multiple leadership positions at Worthington Christian Church and is the treasurer of the Frosty Riders Snowmobile Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation

Amber K

CFP®, Series 66

Worthington, MN

Edward Jones

Amber Knips is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at Edward Jones and previously spent over a decade at Raymond James Financial Services Advisors Inc. Outside of her advisory role, she assists with bookkeeping for her family's farm operation in Lakefield, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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