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John Timothy Jester

THE Colony Group, LLC

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About John Timothy Jester

John Timothy Jester is an investment advisor representative. John has been in the industry for over 30 years. He is currently registered with The Colony Group, LLC in Virginia. Prior to his current role, John was also previously employed at Paine Webber Incorporated, SunTrust Equitable Securities, SunTrust Capital Markets, Inc., Signet Financial Services,Inc., Smith Barney Inc., Prudential Securities Incorporated and Signet Investment Corporation. John holds various licenses and certifications.

Firm Information

John Jester is currently registered with THE Colony Group, LLC. THE Colony Group, LLC is a Boston, MA-based investment advisor managing over $50 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm offers a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
THE Colony Group, LLC

ONE BOSTON PLACE, 11TH FLOOR

BOSTON, MA 02108

$21.47B

Assets Under Management

765

Total Clients

415

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

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John Jester’s Registration & Firm History

VA

03/27/2015 - Present

THE Colony Group, LLC (RICHMOND VA)

NJ

05/08/1999 - 06/09/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

GA

01/02/1998 - 01/06/1999

SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)

GA

11/05/1996 - 01/02/1998

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

NC

07/30/1996 - 11/21/1996

SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)

NY

08/03/1993 - 08/23/1995

SMITH BARNEY INC. (NEW YORK NY)

NY

11/20/1992 - 08/05/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NC

08/14/1986 - 12/03/1992

SIGNET INVESTMENT CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/17/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/17/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/24/2000

Series 3 - National Commodity Futures Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Timothy Jester.
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