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James T
Series 63, Series 65, Series 66
Chicago, IL
VestGen Advisors, LLC
James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Credit Suisse. Outside of finance, he is involved as a coach with the NFL in a field compliance capacity. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and serves a diverse client base including other investment advisers, institutions, and government entities.
Jeff L
Series 66
Chicago, IL
VestGen Advisors, LLC
Jeff Lesniewicz is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, Bank of America, Merrill, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as Chairman of the Board of Directors for The Athlete Collective Inc. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm employs a combination of advisor-level client relationship management and centralized portfolio construction, utilizing third-party managers and proprietary strategies to serve approximately 22,790 clients with about $6.66 billion in assets under management.
Robert B
Series 66
Chicago, IL
VestGen Advisors, LLC
Robert Bondiman is a Series 66-registered advisor with VestGen Advisors, LLC in Chicago, IL, and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. VestGen Advisors, LLC serves a diverse client base ranging from individuals and high-net-worth clients to institutional entities such as other investment advisers, banks, and government clients. The firm combines advisor-level client relationship work with centralized portfolio construction, employing both proprietary and third-party strategies across a high client-to-advisor ratio.
Brian M A
ChFC®, Series 66
Chicago, IL
VestGen Advisors, LLC
Brian M. Ahern is a financial advisor at VestGen Advisors, LLC with over 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The LAT Group, Raymond James Financial Services, Bank of America, Merrill, and Morgan Stanley. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio management and uses third-party managers alongside proprietary strategies.
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