Lester Jones
Lester Jones is a registered investment advisor at Osaic Wealth, INC., based in Huntsville, AL, with 31 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
515 Sparkman Dr, Huntsville, AL, 35816
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Lester is a financial advisor at Duo Wealth Advisors LLC, dedicating full-time hours to financial planning and investment management. He also owns an individual LLC for banking purposes and a condo for personal use and rental income, but spends no time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Primerica Advisors
PFS Investments INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.