Joseph Lesner

28 Years of Experience

Bloomfield Hills, MI

1 DisclosureBrokerSells Insurance

Joseph Lesner is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2017

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joseph is an independent insurance broker since 2020, focusing on fixed annuities. He also works at Comerica and FO2, dedicating about a quarter of his time to Comerica and minimal time to FO2.

Employment History

Current Registrations

Raymond James & Associates, INC.

December 2025 - Present · 5 mos

Raymond James & Associates, INC.Broker

December 2025 - Present · 5 mos

Previous Registrations

Ameriprise Financial Services, LLCBroker

November 2023 - December 2025 · 2 yrs 1 mo

Ameriprise Financial Services, LLC

August 2023 - December 2025 · 2 yrs 4 mos

Comerica Securities

October 2005 - November 2023 · 18 yrs 1 mo

Comerica SecuritiesBroker

October 2005 - November 2023 · 18 yrs 1 mo

Leonard & CompanyBroker

November 2002 - September 2005 · 2 yrs 10 mos

Morgan Stanley Dw INC.Broker

June 1997 - December 2002 · 5 yrs 6 mos

State Registrations18 states

ALCACOFLILINKYLAMIMSNCNYOHSCTXUTVAWI

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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