JL
JL

Jaime Lester

4 Years of Experience
New York, NY

Jaime Lester is a registered investment advisor at Soundpost Advisory, based in New York, NY, with 4 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None

Soundpost Advisory's fees are negotiated separately with each client and may vary at the advisor's discretion.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Soundpost Advisory
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Jaime Lester - Financial Advisor | TrueAdvisor