Lester Kuan
Lester Kuan is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 18 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Suntrust Investment Services, INC.Broker
State Registrations4 states
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.