Unclaimed Profile

John Timothy Jester

CAPGROUP ADVISORS, LLC·RICHMOND, Virginia

Series 3, Series 7, Series 8, Series 24, Series 53, Series 63, Series 65Clean record24 years registeredCAPGROUP ADVISORS, LLC

7100 FOREST AVE., RICHMOND, VA 23226CRD# 1454454Firm CRD# 139874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Timothy Jester · RICHMOND, VA

Registration

CRD #1454454 · CAPGROUP ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPGROUP ADVISORS, LLC

THE COLONY GROUP, LLC

Mar 2015 – Oct 2024

RICHMOND, VA

CAPGROUP ADVISORS

Apr 2006 – Mar 2015

RICHMOND, VA

CAPITAL ADVISORY GROUP

Sep 2001 – Apr 2006

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · September 11, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPGROUP ADVISORS, LLC

CRD 139874 · SEC 801-66418

AUM

$1.2B

Regulatory assets under management

Employees

516 client accounts

Services offered by CAPGROUP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPGROUP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Timothy Jester offer?

John Timothy Jester specializes in Financial Planning, Investment Management, Wealth Management.

What are John Timothy Jester's credentials?

John Timothy Jester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Timothy Jester located?

John Timothy Jester is based in RICHMOND, Virginia, last registered with CAPGROUP ADVISORS, LLC.

How does John Timothy Jester charge for services?

John Timothy Jester's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPGROUP ADVISORS, LLC?

CAPGROUP ADVISORS, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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