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Jackson, Lester G. (Park Ridge)


Jackson, Lester G. is a large advisory firm based in Park Ridge. It manages $47.98 million of regulatory assets for 196 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.




Jackson, Lester G provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jackson, Lester G: assets under management

The assets under management (AUM) of Jackson, Lester G. is $47.98 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.24 million in discretionary accounts and $20.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $384.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jackson, Lester G. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Park Ridge

The principal office where Jackson, Lester G. 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 847-696-0054. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


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