Jeffrey
Lester
Eide Bailly Advisors, LLC
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About this Advisor
Jeffrey Lester is a financial advisor based in Tulsa, Oklahoma, working with Eide Bailly Advisors, LLC. Jeffrey has previously held positions at Securities America, Inc, Eide Bailly Advisors, Eide Bailly Financial Services, Eide Bailly Agency, United Planners' Financial Services, and Eide Bailly Securities. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Florida, Iowa, Minnesota, Montana, Nebraska, Nevada, New York, North Dakota, Oklahoma, South Dakota, Texas, Utah, and Washington. Currently, Jeffrey is part of Eide Bailly Advisors, LLC, which operates out of Tulsa, Oklahoma. The firm has 12 offices and 29 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Eide Bailly Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eide Bailly Advisors, LLC Brokerage Details
$1,325,396,107
29
2,537
$522,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Lester Work History
Eide Bailly Advisors
Eide Bailly Financial Services
Eide Bailly Agency
United Planners' Financial Services
Securities America, Inc
Eide Bailly Securities
Disclosures
Please visit the SEC profile of Jeffrey Lester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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