Timothy
Jester
Osaic Wealth, Inc
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About this Advisor
Timothy Jester is a financial advisor based in Brentwood, Tennessee, working with Osaic Wealth, Inc. Timothy has previously held positions at Unum, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Woodbury Financial Services Inc, and Osaic Wealth, Inc. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Tennessee. Currently, Timothy is part of Osaic Wealth, Inc, which operates out of Brentwood, Tennessee. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 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 Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Timothy Jester Work History
Osaic Wealth, Inc
Woodbury Financial Services Inc
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Unum
Disclosures
Please visit the SEC profile of Timothy Jester 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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