Jeffrey LesterCRD Number: 5300472
Current Firm: Eide Bailly Advisors, LLC
Jeffrey Lester (CRD# 5300472) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Tulsa, OK and has over 10 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|United Planners' Financial Services||Scottsdale, AZ||Sep 2015 - Current||2|
|Eide Bailly Advisors, LLC||Tulsa, OK||Oct 2008 - Current||8|
|Eide Bailly Financial Services / Eide Bailly Securities||Fargo, ND||Oct 2008 - Current||8|
|Eide Bailly Agency/e4 Brokerage||Tulsa, OK||Oct 2008 - Current||8|
|Securities America, Inc.||Norman, OK||Oct 2008 - Sep 2015||6|
|1st Global Insurance Services||Norman, OK||Sep 2007 - Sep 2008||1|
|1st Global Advisors, Inc.||Norman, OK||Apr 2007 - Sep 2008||1|
|1st Global Capital Corp.||Norman, OK||Mar 2007 - Sep 2008||1|
|Murrell, Hall, Mcintosh & Company, Pllp||Norman, OK||Oct 2006 - Aug 2008||1|
|Jeffrey Lester Risk Management Consultant||Tulsa, OK||Feb 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management362MILLIONS
Total Number of Accounts834ACCOUNTS
Average Account Value$434,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, SD, TX, UT, VA, VT, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.