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Jeffrey Todd Lester

Eide Bailly Advisors, LLC

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About Jeffrey Todd Lester

Jeffrey Lester is a registered investment advisor representative with Eide Bailly Advisors, LLC and Sequoia Financial Group, LLC. Jeffrey has been in the financial services industry since 2007 and is licensed in multiple states. Jeffrey is also a registered investment advisor representative with Eide Bailly Agency and Eide Bailly Financial Services. Jeffrey holds a Series 66 license and has experience in providing retirement plan advice, insurance services, and investment-related services.

Firm Information

Jeffrey Lester is currently registered with Eide Bailly Advisors, LLC. Eide Bailly Advisors, LLC is an investment advisor headquartered in Fargo, North Dakota with $1 billion - $10 billion in assets under management. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer advisory services in other areas, but do not provide financial planning or pension consulting.
Eide Bailly Advisors, LLC

4310 17TH AVE S

FARGO, ND 58103

$1.58B

Assets Under Management

78

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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only promoter activity

Only promoter activity

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Only promoter activity

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Jeffrey Lester’s Registration & Firm History

OK

06/29/2020 - Present

Eide Bailly Advisors, LLC (Tulsa OK)

OK

09/29/2015 - 08/11/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TULSA OK)

OK

10/01/2008 - 10/01/2015

SECURITIES AMERICA, INC. (OKLAHOMA CITY OK)

OK

03/27/2007 - 10/01/2008

1ST GLOBAL CAPITAL CORP. (NORMAN OK)

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Licenses & Designations

BOTH

Issued 04/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Todd Lester.
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