Benjamin Walker Lester

Employer firm

Jordan Park Group LLC CRD 287755

$23.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Jordan Park Group Llc

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-22
CA	RA	APPROVED	2018-01-29

TX RA
APPROVED

Since 2020-01-22
CA RA
APPROVED

Since 2018-01-29

Branch Locations

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman, Sachs & Co.	San Francisco	CA	07/2015	01/2018
Jordan Park Group Llc	San Francisco	CA	01/2018	Present

07/2015 → 01/2018

Goldman, Sachs & Co.

San Francisco, CA
01/2018 → Present

Jordan Park Group Llc

San Francisco, CA

Previous Registrations

2011-08-05 → 2015-05-18

Morgan Stanley

Boston, MA

Other Businesses

Member of the Investment Committee for the Ronald McDonald House at Stanford. Organization is not primarily engaged in investment-related activity. Start date is February 21, 2017. Twenty hours per year. Duties include general advice regarding organization's endowment.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-08-04
S63	Uniform Securities Agent State Law Examination	2006-08-07

S65 Uniform Investment Adviser Law Examination

2011-08-04
S63 Uniform Securities Agent State Law Examination

2006-08-07

Designations

Chartered Financial Analyst

Other Names

Ben Walker Lester
Benjamin W Lester

View on SEC IAPD