J.p. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
47yrs
Bruce Jay Lessinger
Financial advisor at Oppenheimer &
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% by experience in Los Angeles
Office10880 Wilshire Boulevard 23rd Floor, Los Angeles, CA 90024
FirmOppenheimer &
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Oppenheimer &
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowOppenheimer & Co. Inc.Current firm
- 2001 – 2009UBS Financial Services Inc.Previously
Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bruce
How do I contact Bruce?
Call Oppenheimer & at 212-668-8000 and ask for Bruce Jay Lessinger. Bruce works from the Los Angeles, CA office.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 1979, about 47 years. Top 1% by experience in Los Angeles.
What licenses does Bruce hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bruce a fiduciary?
Bruce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bruce paid?
Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bruce for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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