Broker Check
Jared Lester, MBA, CFP®, BFA

Jared Lester, MBA, CFP®, BFA

Wealth Advisor

Born and raised in Oklahoma City, Jared Lester graduated from Purdue University with a Bachelor’s Degree in Finance from the Krannert School of Management. After graduating, Jared moved back to Oklahoma to serve on the Treasury team as a Financial Analyst for the second largest producer of natural gas in the United States. While working, he spent his evenings obtaining an MBA from the University of Oklahoma. His loyalty, however, remains with the Boilermakers all the way.

 After receiving his MBA, Jared decided to pursue his passion of becoming a Financial Advisor and move to the Chicagoland area. Between his expertise and empathetic nature; there is nothing Jared would rather do than help individuals financially and personally so they can identify and accomplish their lifelong goals. Times of transition can be extremely difficult and Jared understands that.

 When Jared isn’t in the office, he enjoys spending his time outdoor and staying active. Whether it be biking, running, hiking, or anything in between, he enjoys any activity that keeps him energized. Being from a family of 4 boys and marrying into a family of 4 siblings, family is something he deeply values.

 The values and morals Jared emphasizes in his personal life he embeds into his professional career and he truly considers each client a member of his work family.