Justin A. Lester

ALLIED INVESTMENTS

Johnson City, TN 37601

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CRD#: 5715545

Professional summary

Justin Arthur Lester, CFP® is a registered financial advisor currently at ALLIED INVESTMENTS located in Johnson City, Tennessee.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Arthur Lester's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 3, 2023 - Present

ALLIED INVESTMENTS

Office #1: 532 Princeton Road, Johnson City, TN 37601

RIA

CRD#: 314512

Johnson City, TN

Past

October 22, 2009 - July 21, 2023

ALDEBARAN FINANCIAL INC

RIA

CRD#: 105741

KINGSPORT, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/3/2023)

IAR

Texas
(2/21/2024)

IAR

Virginia
(1/17/2024)

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

State Security Law Exam

IAR

Series 65

Date: 10/21/2009

Uniform Investment Adviser Law Examination

Current Firm

ALLIED INVESTMENTS

ALLIED INVESTMENTS | ALLIED INVESTMENTS OF TENNESSEE, LLC

CRD#: 314512 / SEC#:

Tennessee

Registered Investment Advisory firm - (1/3/2023 Approved)

Texas

Registered Investment Advisory firm - (2/8/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/17/2024 Approved)

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Contact information

Main Address

532 Princeton Road, Johnson City, TN 37601

Mailing Address

Phone number

(423) 850-4050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	251
AUM (Assets Under Management)	$ 79,542,033

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/20/2026	Cover Page	Report
12/05/2024	Cover Page	Report
01/04/2024	Cover Page	Report

Red Flags

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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Justin A. Lester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Arthur Lester's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIED INVESTMENTS

ALDEBARAN FINANCIAL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2009

Current Firm

ALLIED INVESTMENTS

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLIED INVESTMENTS

TRUST BUT VERIFY

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