Jared Lester
Jared Lester is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Naperville, IL, with 10 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.
Fee Estimator
Location
1700 Park Street, #110, Naperville, IL, 60563
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jared is a trustee for the Lester Family Foundation and the Lester 2013 GSTT Exempt Trust Agreement, both investment-related but requiring minimal time. He also sells annuities and life insurance through Highland on occasion, and is an assistant soccer coach for young children, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations11 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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