JL
Jonathan P. Lester
25 FINANCIAL
Saint Louis, MO 63122
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CRD#: 6231570
JL
Professional summary
Jonathan Paul Lester, who also goes by Jonathan Paul Lester, is a registered financial advisor currently at 25 FINANCIAL located in Saint Louis, Missouri and GREAT POINT CAPITAL LLC located in St. Louis, Missouri.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Paul Lester
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.
25 FINANCIAL: Financial Advisor that partners with 25 which is an RIA. Address is 135 W Adams Ave, St. Louis MO 63122. I started my partnership with 25 on 1-4-2021. I generally spend 160 hrs a month working with my clients at 25 and on average 28 of those hours are outside of the market being open. This is investment related. WATCHMEN SOLUTIONS: The company provides video and armed/unarmed physical security for their clients. I act as an account manager for Watchmen Solutions. Their address is 13534 Plaza Rd. Extension Suite122, Charlotte, NC 28215. I generally work with them for 8-10 hrs a month and not during market hours. I started 04/2022 and it is not investment related. INSURANCE SALES: This is a party of my responsibility with 25 Financial and how I service my clients. I started on 1/04/2021. The address is 135 W Adams Ave, St. Louis, MO 63122. I spend 4-8 hours a week on this. It is Investment Related in the aspect of building a portfolio. I generally only sell DI and Term policies. GREAT POINT CAPITAL, LLC: Is my Broker Dealer and I am a financial advisor with them. Start date 10/31/23. Their address is 200 W Jackson Blvd, Suite 1000, Chicago, IL 60606. I spend approximately 160 hrs a month working with my clients I service with GPC and 28 of those are not in market hours. It is investment related. I only sell commissionable alternative investments through GPC.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Paul 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®
NoneExperience
Current
July 21, 2022 - Present
25 FINANCIAL
Office #1: 135 West Adams Avenue, Saint Louis, MO 63122RIA
CRD#: 317916
Saint Louis, MO
Current
October 31, 2023 - Present
GREAT POINT CAPITAL LLC
Office #1: 135 West Adams Avenue, St. Louis, MO 63122BD
CRD#: 114203
St. Louis, MO
Past
January 4, 2021 - December 31, 2022
ARETE WEALTH ADVISORS, LLC
RIA
CRD#: 145488
KIRKWOOD, MO
Past
January 4, 2021 - October 30, 2023
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
St. Louis, MO
Past
May 17, 2017 - January 7, 2021
EDWARD JONES
RIA
CRD#: 250
ST LOUIS, MO
Past
April 6, 2016 - January 7, 2021
EDWARD JONES
BD
CRD#: 250
ST LOUIS, MO
Past
September 11, 2015 - January 7, 2016
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
2F
25 FINANCIAL
25 FINANCIAL | 25, LLC
CRD#: 317916 / SEC#: 801-123213
RIA
Registered Investment Advisory firm - (2/11/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/16/2025)
RR
Arizona(10/31/2023)
RR
California(10/31/2023)
RR
Florida(10/31/2023)
RR
Illinois(10/31/2023)
RR
Indiana(2/6/2024)
RR
Kansas(10/31/2023)
RR
Michigan(2/15/2024)
IAR
Missouri(7/21/2022)
RR
Missouri(11/13/2023)
RR
New York(1/9/2025)
RR
North Carolina(4/11/2024)
RR
Ohio(10/31/2023)
RR
Texas(10/3/2024)
RR
Virginia(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
2F
25 FINANCIAL
25 FINANCIAL | 25, LLC
CRD#: 317916 / SEC#: 801-123213
RIA
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Contact information
Main Address
135 West Adams Avenue, Saint Louis, MO 63122
Mailing Address
Phone number
(314) 530-2858
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,700 |
| AUM (Assets Under Management) | $ 415,000,000 |
Red Flags
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Company Information
25 FINANCIAL
CRD#: 317916Saint Louis, MO 63122TRUST BUT VERIFY
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