Jon Jester is a CFP-designated registered investment advisor at Brown Advisory, based in Chapel Hill, NC, with 24 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 4,415 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
Fees are negotiable. For portfolios under $5 million where the minimum is waived, rates are 1.25% on the first $3 million and 1.00% on the next $2 million.
Fee Estimator
Location
1295 Environ Way, Chapel Hill, NC, 27517
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brown Advisory
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
Wachovia Securities, LLC
Wachovia Securities, INC.
State Registrations3 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.
Exams
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