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Lester George Jackson (Park Ridge)


Lester George Jackson is an adviser based in Park Ridge. It manages $61.79 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.




Lester George Jackson provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lester George Jackson: assets under management

The assets under management (AUM) of Lester George Jackson is $61.79 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.47 million in discretionary accounts and $25.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $499.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $527.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lester George Jackson for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Park Ridge

The principal office where Lester George Jackson performs its advisory services is located at 444 N. Northwest Hwy., Park Ridge, IL 60068, which is also the mailing address of the firm. An additional office of the firm is in Rolling Meadows, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-825-7770 or by fax 847-825-1248. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


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