Jack Hartson Hester

Advisor at Edward Jones — Seward, AK

Updated today

Credentials

Series 66

Experience

7 years

Location

Seward, AK 99664

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jack Hester is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aspen Ridge Inn and AT&T. Outside of finance, he is involved in the local music scene as a guitarist, singer, and songwriter for the band Ellie & The Echoes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Seward, AK

232 Fourth Ave

Seward AK 99664

Advisors at this office

1

Most active in

Alaska · Texas

Work history

7 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Aspen Ridge Inn

2015 - 2018 • 3 years

Soldotna, AK

At&T

2011 - 2018 • 7 years

Soldotna, AK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert H

ChFC®, Series 66

Seward, AK

Portside Wealth Group, LLC

Robert Huett III is a ChFC® and holds a Series 66 license, with 10 years of experience in the financial industry. He currently works at Portside Wealth Group, LLC and previously spent 11 years at Edward Jones. Outside of his financial advisory role, he has been involved in property management since 2013. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of investment approaches and offering related legal and accounting services through affiliated professionals.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments
user avatar

Jacob C

Series 66

Seward, AK

LPL Financial

Jacob Collins is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. His prior work experience includes roles at Ameriprise Financial Services Inc and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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