Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jester is a financial advisor who has been in the industry since 2003. Thomas is currently registered with Prospera Financial Services, Inc., and has been working with them since 2024. Previously, Thomas was employed with Chapin, Davis for over six years. Thomas has experience in a variety of financial services, including portfolio management, financial planning, pension consulting, and selection of other advisers. Thomas is licensed to provide investment advice in numerous states.
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.
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.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
IL
02/20/2024 - Present
Prospera Financial Services, Inc. (Peroria IL)
IL
05/14/2013 - 02/04/2020
CHAPIN, DAVIS (PEORIA IL)
IL
06/01/2009 - 06/07/2013
MORGAN STANLEY (PEORIA IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEORIA IL)
IL
01/29/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PEORIA IL)
NY
06/16/1997 - 08/31/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Thomas Jester is the right advisor for you? Invested Better is here to help.
