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MEMBER PROFILE

 

Jason Lersch

Capital Group

 

Member profile details

Membership level
Chicago Individual
First name
Jason
Last name
Lersch
Title
Investment Counselor
Company
Capital Group
 

CONTACT INFORMATION

City
Chicago
State
Illinois
 

PROFILE INFORMATION

Call me when
I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.
Profession
  • Investor
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Retirement
  • Risk management
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
  • Wholesale/Distribution
Professional Certification(s)
CFP(R), Series 7, Series 63
In Business Since
1997
How to contact
312-251-1159
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