Jon Jester, financial advisor Chapel Hill NC

Jon Jester

CRD Number: 4253136
Current Firm: Brown Advisory

Jon Jester (CRD# 4253136) is an Investment Advisor Representative working at Brown Advisory in Chapel Hill, NC and has over 20 years of experience in the finance industry. Jon Jester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brown Advisory Baltimore, MD Aug 2016 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2016 1
Morgan Stanley Smith Barney Raleigh, NC Jun 2009 - Aug 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Jon K. Jester
Phone Number: 410-537-5400
Registered State(s):
  • DE
  • DC
  • MD
  • MA
  • NC
By the Numbers
  • Total Assets Under Management
    64,042
    MILLIONS
  • Total Number of Accounts
    15,051
    ACCOUNTS
  • Average Account Value
    $4,254,998
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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