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Jon Kristopher Jester

Brown Advisory

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About Jon Kristopher Jester

Jon Kristopher Jester is an investment advisor representative at Brown Advisory. Jon has been in the financial services industry for over 16 years. Jon has a variety of experience in the financial services industry, including roles at Morgan Stanley and UBS Financial Services Inc. Jon is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 licenses. Jon is a specialist in providing investment advice to high-net-worth individuals, families, and institutions.

Firm Information

Jon Jester is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in BALTIMORE, MD. The firm manages assets for a variety of clients, including individuals, institutions, and investment companies. They offer a range of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Brown Advisory also participates in wrap fee programs. The firm has over 267 investment advisory professionals and manages over $108 billion in assets.
Brown Advisory

901 SOUTH BOND STREET

BALTIMORE, MD 21231-3340

$108.33B

Assets Under Management

Not reported

Total Clients

27

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Jon Jester’s Registration & Firm History

NC

09/15/2016 - Present

Brown Advisory (Chapel Hill NC)

NC

06/01/2009 - 08/16/2016

MORGAN STANLEY (CHAPEL HILL NC)

NC

01/16/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (RALEIGH NC)

NC

08/06/2004 - 01/27/2009

UBS FINANCIAL SERVICES INC. (CHAPEL HILL NC)

MO

06/15/2002 - 08/12/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

10/27/2000 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 12/12/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Kristopher Jester.
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