Jonathan
Lester
Root Financial Partners
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About this Advisor
Jonathan Lester is a financial advisor based in Solana Beach, California, working with Root Financial Partners. Jonathan has previously held positions at Oppenheimerfunds, Personal Capital, Empower Advisory Group, LLC, and Root Financial Partners. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Jonathan is part of Root Financial Partners, which operates out of Solana Beach, California. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
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Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Lester Work History
Root Financial Partners
Empower Advisory Group, LLC
Personal Capital
Personal Capital
Oppenheimerfunds
Disclosures
Please visit the SEC profile of Jonathan Lester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Root Financial Partners
Phoenix, AZ
Solana Beach, CA
Mckinney, TX
Solana Beach, CA
Knoxville, TN
Leesburg, VA
Solana Beach, CA
Solana Beach, CA
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