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firm profile

L&G - Asset Management, America

RIA Chicago, IL CRD 149156 Last verified October 2026

Overview

L&G - Asset Management, America is an SEC registered investment adviser based in Chicago, IL, registered since 2009. It reports $267B in assets under management across 554 accounts, with 262 employees.

Reported AUM
$267B
Discretionary
100%
Accounts
554
Average account
$482M
Employees
262
Registered since
2009
Jurisdictions
5

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Management for Investment Companies
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • Government
  • Insurance Companies
  • Investment Companies
  • Other clients
  • Other Investment Advisors
  • Pension/Profit Sharing Plan
  • Pooled Investment Vehicles
Fee structure
Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 6

  • Jed Andrew Plafker Chief Executive Officer, Director CRD 2793695
  • Jason Brendan Shoup Chief Investment Officer, Director CRD 5055947
  • Kristina Lois Jean St. Charles General Counsel, Interim Chief Compliance Officer CRD 7678019

3 more executive officers, with direct contact details

Location

Headquarters
71 S Wacker Dr Ste 800
Chicago, IL 60606
County
Cook
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
Region
Midwest

Registrations

Every state, with registration dates

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