John
Jester
The Colony Group, LLC
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About this Advisor
John Jester is a financial advisor operating in Richmond, Virginia who has 8 years of industry experience. Jester is an advisor for The Colony Group, LLC. The advisor has gained experience at Capital Advisory Group and The Colony Group LLC. Jester maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. The Colony Group, LLC is an advisory company that has its headquarters in Boston, MA. The firm has offices in 20 locations and a total of 360 financial advisors. It handles $19 billion in assets under management across its 20,099 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 49 charities and foundations. Of its 20,099 client accounts, 72% belong to high-net-worth clients who have greater than $1 million in assets. The Colony Group, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is offered. Fees charged by The Colony Group, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$18,829,209,229
360
20,099
$936,823
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
John Jester Work History
John has been registered as a financial advisor for 8 years.*
The Colony Group LLC
Capital Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Jester 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 The Colony Group, LLC
Bethesda, MD
Bethesda, MD
Concord, NH
Bethesda, MD
Richmond, VA
Richmond, VA
Boston, MA
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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