BL
CFA
BL
CFA

Benjamin Walker Lester

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
223 clients
Average Client Portfolio
$81.2M average
Assets Under Management
$18.1B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
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Location

100 Pine Street, Suite 2600, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin is a member of the Investment Committee for the Ronald McDonald House at Stanford, providing general advice regarding the organization's endowment. This activity requires minimal time.

Employment History
Current Registrations
Jordan Park Group LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Goldman Sachs & CO. LLCBroker
August 2015 - January 2018 · 2 yrs 5 mos
Morgan Stanley
August 2011 - May 2015 · 3 yrs 9 mos
Morgan StanleyBroker
June 2011 - May 2015 · 3 yrs 11 mos
William Blair & Company L.L.C.Broker
July 2006 - December 2010 · 4 yrs 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.