Jonathan Paul Lester

Employer firm

25 Financial CRD 317916

$545M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2020
  Edward Jones
  St Louis, MO
• 01/2021 → 10/2023
  Arete Wealth Management Llc
  Chicago, IL
• 01/2021 → 10/2023
  Arete Wealth Advisor Llc
  Chicago, IL
• 06/2022 → Present
  25 Financial
  Saint Louis, MO
• 10/2023 → 05/2026
  Great Point Capital, Llc
  Chicago, IL
• 05/2026 → Present
  Quincy Wells Capital, Llc
  Chicago, IL

Previous Registrations

• 2021-01-04 → 2022-12-31
  Arete Wealth Advisors, Llc
  Chicago, IL
  Kirkwood, MO
• 2017-05-17 → 2021-01-07
  Edward Jones
  Maryland Heights, MO
  Pittsburgh, PA
  Maryland Heights, MO

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-16
• S63 Uniform Securities Agent State Law Examination
  2016-01-14

Other Names

• Jonathan Paul Lester