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Jonathan Jay Lester

Root Financial Partners

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About Jonathan Jay Lester

Jonathan Lester is a financial advisor with Root Financial Partners, a firm specializing in financial planning and portfolio management for individuals and businesses. Jonathan has been in the financial services industry for over 10 years and has a diverse background working with clients from a variety of backgrounds. Jonathan is a Certified Financial Planner™ and holds a Series 7, Series 6, and Series 63 licenses. Jonathan Lester's primary areas of specialization are retirement planning, investment management, and insurance planning. Jonathan has a strong track record of providing personalized financial advice to his clients, helping them reach their financial goals.

Firm Information

Jonathan Lester is currently registered with Root Financial Partners. Root Financial Partners is an investment advisor headquartered in ENCINITAS, CA. The firm has 9 investment advisor representatives and manages $399,221,544 in regulatory assets under management. Root Financial Partners provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Root Financial Partners

1106 2ND STREET

ENCINITAS, CA 92024

$399.22M

Assets Under Management

Not reported

Total Clients

14

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Jonathan Lester’s Registration & Firm History

CA

06/24/2024 - Present

Root Financial Partners (ENCINITAS CA)

CO

07/23/2012 - 11/14/2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

CO

05/05/2008 - 07/19/2010

LPL FINANCIAL CORPORATION (DENVER CO)

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Licenses & Designations

BC

Issued 03/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Jay Lester.
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