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Jared Everett Leslie

Advisor at LPL Financial — Eldorado, IL Us Hwy 45 N

Updated today

Credentials

Series 66

Experience

1 year

Location

Eldorado, IL 62930

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,474 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jared Leslie is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banterra Insurance & Investments Inc., The Assurance Group, and Modern Woodmen of America. Outside of his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Eldorado, IL Us Hwy 45 N

1501 Us Hwy 45 N

Eldorado IL 62930

Advisors at this office

1

Most active in

Illinois

Work history

1 year of industry experience

Banterra Insurance & Investments Inc.

2025 - Present • 1 year

Eldorado, IL

LPL Financial LLC

2025 - Present • 1 year

Eldorado, IL

The Assurance Group

2025 - 2025 • 1 year

Sesser, IL

MWA Financial Services, Inc.

2025 - 2025 • 1 year

Rock Island, IL

Modern Woodmen of America

2025 - 2025 • 1 year

Rock Island, IL

Ascension Home Pro

2024 - 2024 • 1 year

Marion, IL

Certaseal Construction

2017 - 2024 • 7 years

Marion, IL

Chili's Restaurant

2017 - 2017 • 1 year

Carbondale, IL

Rolando's Pizza

2016 - 2017 • 1 year

DuQuoin, IL

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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Sandra S

Harrisburg, IL

Wabash Capital, Inc.

Sandra Smith is a financial advisor at Wabash Capital, Inc. in Harrisburg, Illinois, with 26 years of industry experience. She has been with Wabash Capital since 2000. Wabash Capital manages discretionary investment portfolios for individuals, trusts, corporations, foundations, pensions, and 401(k) plans using a top-down, fundamental investment approach focused on macroeconomic analysis and valuation metrics. The firm operates as a fee-only registered investment adviser emphasizing long-term, risk-based portfolio construction.

Wealth management Passive / index investing Active portfolio management
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Dean W

Series 63, Series 65

Harrisburg, IL

Cornerstone Wealth Management, LLC

Dean West is a financial advisor with Cornerstone Wealth Management, LLC in Harrisburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cornerstone Wealth Management since 2015 and has been affiliated with LPL Financial since 2000. Outside of his advisory roles, he is involved in farmland purchase and leasing activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting services. The firm emphasizes tailored investment advice combining fundamental, quantitative, and qualitative analysis, supported by a multi-brand operating model and technology platforms to serve a large client base.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Michael T

Series 63, Series 65

Harrisburg, IL

Ameriprise

Michael Tison is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Legence Bank, and operated Tison Financial Group LLC. He serves on multiple nonprofit and community boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is a co-owner of Rainmaker Corporation, which manages an Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Cameron N

CFP®, Series 66

Harrisburg, IL

Edward Jones

Cameron Newbold is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Harrisburg, IL. Outside of his advisory role, he is the owner of K and N Properties, which holds rental property related to the Edward Jones office in Harrisburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a network of more than 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Michael S

CFP®, Series 63, Series 66

Harrisburg, IL

Ameriprise

Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jessica S

Series 66

Harrisburg, IL

Ameriprise

Jessica Stephens is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and Michael Stewart and Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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