Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
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)
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
Active
Inactive
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