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Jonathan Jay Lester

Root Financial Partners

Austin, TX

Denver, CO

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
CO RA APPROVED 2024-06-24
  • TX RA
    APPROVED
    Since 2026-01-05
  • CO RA
    APPROVED
    Since 2024-06-24

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimerfunds Centennial CO 07/2012 11/2017
Personal Capital Denver CO 11/2017 08/2019
Personal Capital Denver CO 08/2019 06/2024
Empower Advisory Group, Llc Greenwood Village CO 04/2023 06/2024
Root Financial Partners Solana Beach CA 06/2024 Present
  • 07/2012 → 11/2017
    Oppenheimerfunds
    Centennial, CO
  • 11/2017 → 08/2019
    Personal Capital
    Denver, CO
  • 08/2019 → 06/2024
    Personal Capital
    Denver, CO
  • 04/2023 → 06/2024
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 06/2024 → Present
    Root Financial Partners
    Solana Beach, CA
Previous Registrations
  • 2023-04-03 → 2024-06-13
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2017-11-30 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-03-14
  • S63 Uniform Securities Agent State Law Examination
    2013-03-14
Designations
Other Names
  • Jj Lester

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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