Dan Hamill Jester
Professional Summary
Dan Hamill Jester is a registered financial advisor currently at BDT CAPITAL PARTNERS located in Austin, Texas and BDT & MSD PARTNERS, LLC located in Chicago, Illinois. Dan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Dan has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
BDT CAPITAL PARTNERS | BDT CAPITAL PARTNERS, LLC
Contact Information
Main Address
401 N. Michigan Avenue Suite 3100, Chicago, IL 60611Phone Number
(312) 660-7300# of Employees
498SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
46AUM (Assets Under Management)
$51,515,270,131Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BDT CAPITAL PARTNERS | BDT CAPITAL PARTNERS, LLC
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jan 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Dan Hamill Jester's CRS (Customer Relationship Summary).
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