Advisor at Lesko Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lesko Securities Inc.
Location
Vestal, NY 13850
Credentials
Series 66
Industry experience
2 years
Jackson Lesko is a financial advisor with Lesko Securities Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles outside of finance, such as at Waterman Broadcasting and Cake Monkey Bakery. Lesko Securities Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets, employs a range of analytical methods, and operates on a non-discretionary basis with a focus on individualized Investment Policy Statements.
Based on Lesko Securities Inc.
$0 - $1,000,000: 1.00% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.80% annually $2,000,000 - $2,499,999: 0.70% annually $2,500,000 - $2,999,999: 0.60% annually $3,000,000 - $3,499,999: 0.55% annually $3,500,000+: 0.50% annually
$120 to $400 per hour
Account minimum: $25,000
400 Plaza Dr, Suite A
Vestal, NY 13850
New York
Lesko Securities Inc.
2025 - Present (1 year)
Lesko Securities Inc.
2021 - Present (5 years)
UNEMPLOYED
2021 - 2021 (1 year)
Waterman Broadcasting
2020 - 2021 (1 year)
UNEMPLOYED
2019 - 2020 (1 year)
Centerline Scenery
2019 - 2019 (1 year)
UNEMPLOYED
2019 - 2019 (1 year)
Cake Monkey Bakery
2018 - 2019 (1 year)
The Garland Hotel
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Binghamton, NY
Alpha Zero LLC
Series 66
Vestal, NY
Lesko Securities Inc.
Series 63
Endicott, NY
Ashton Thomas Securities, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 63, Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
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