Jonathan Paul Lester
Investment Adviser Representative at 25 Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Paul Lester is an investment adviser representative with 25 Financial in Saint Louis, MO, where they have been registered since 2022. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Arete Wealth Advisors, LLC and Edward Jones. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
17 states and territories
Alabama, Arizona, California, Florida, Illinois, Indiana, Kansas, Massachusetts, Michigan, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesApr 2016 – Dec 2020St Louis, MO
- Arete Wealth Management LLCJan 2021 – Oct 2023Chicago, IL
- Arete Wealth Advisor LLCJan 2021 – Oct 2023Chicago, IL
- 25 FinancialJun 2022 – no end date reportedSaint Louis, MO
- Great Point Capital, LLCOct 2023 – May 2026Chicago, IL
- Quincy Wells Capital, LLCMay 2026 – no end date reportedChicago, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About 25 Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
- Up to $250,0001.50%
- $250,001 to $500,0001.25%
- $500,001 to $2,000,0001.00%
- Over $2,000,0000.90%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning including insurance review and planning, debt management strategies, employee benefits planning and analysis, investment management and planning, proactive tax strategies, college/retirement/legacy planning, estate and asset protection planning, alternative investments, tax planning, trust services, brokerage services, asset management and allocation, portfolio management, and mortgage planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Saint Louis, MO
- SEC file number:
- 801-123213
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 19, 2026
View full firm profileOther advisors at 25 Financial
8 other advisors in the directory
Similar advisors in Saint Louis, MO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Paul Lester has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched