Robert Michael Lester Jr.
Professional Summary
Robert Michael Lester JR., who also goes by Mike Lester, Robert Michael Lester, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Roseville, California and TALON LLC located in San Juan, undefined. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 7 firms and has passed the Series 65, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Lester, Robert Michael Lester
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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.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BLUE COLLAR DOLLAR | TALON WEALTH MANAGEMENT | TALON WEALTH | TALON PRIVATE WEALTH, LLC | TALON PRIVATE WEALTH | TALON LLC
Contact Information
Main Address
151 Calle De San Francisco Suite 200, San Juan, PR 00901Mailing Address
11974 County Road 101 Suite 103, The Villages, FL 32162Phone Number
(352) 751-3200# of Employees
22SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
11,189AUM (Assets Under Management)
$1,060,316,193Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
BLUE COLLAR DOLLAR | TALON WEALTH MANAGEMENT | TALON WEALTH | TALON PRIVATE WEALTH, LLC | TALON PRIVATE WEALTH | TALON LLC
State Registrations and Notice Filings
(12/23/2019)
(10/21/2021)
(8/19/2015)
(10/25/2021)
(11/30/2023)
(7/31/2024)
(3/12/2024)
(1/13/2020)
(8/6/2025)
(10/20/2021)
(10/1/2015)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Lester JR.'s CRS (Customer Relationship Summary).
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