JL
JL

Jonathan Lester

10 Years of Experience
Saint Louis, MO
BrokerSells Insurance

Jonathan Lester is a registered investment advisor, based in Saint Louis, MO, with 10 years of industry experience.

Location

135 West Adams Avenue, Saint Louis, MO, 63122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jonathan is a financial advisor partnering with 25 Financial and Great Point Capital, LLC, dedicating full-time hours to each. He also works as an account manager for Watchmen Solutions for a few hours per week and sells disability and term life insurance as part of his responsibilities with 25 Financial.

Employment History
Current Registrations
Great Point Capital LLCBroker
October 2023 - Present · 2 yrs 7 mos
25 Financial
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Arete Wealth Management, LLCBroker
January 2021 - October 2023 · 2 yrs 9 mos
Arete Wealth Advisors, LLC
January 2021 - December 2022 · 1 yr 11 mos
Edward Jones
May 2017 - January 2021 · 3 yrs 8 mos
Edward JonesBroker
April 2016 - January 2021 · 4 yrs 9 mos
Edward JonesBroker
September 2015 - January 2016 · 4 mos
State Registrations15 states
ALAZCAFLILINKSMIMONCNENYOHTXVA
AdvisorBrokerBoth

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.