Jon Jester
Advisor at Brown Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brown Advisory
Location
Chapel Hill, NC 27517
Credentials
CFP®, Series 66
Industry experience
25 years
About
Jon Jester is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Brown Advisory since 2016. Prior to joining Brown Advisory, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Brown Advisory provides investment management and advisory services to a diverse range of institutional and individual clients, including high net worth individuals, endowments, foundations, and pension plans. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a variety of strategies, including sustainable-investment options, through both internally managed and external managers.
Expertise
Based on Brown Advisory
ESG / Sustainable investing
Wealth management
Private / alternative investments
Fee options
$0 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $100,000,000: 0.35% $100,000,001 - >$100,000,000: 0.30% $0 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.50% $50,000,001 - $150,000,000: 0.40% $0 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001 - >$50,000,000: 0.40% $0 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $200,000,000: 0.45% $200,000,001 - >$200,000,000: 0.40% $0 - $50,000,000: 0.75% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $150,000,000: 0.475% $0 - $150,000,000: 0.58% $150,000,001 - $250,000,000: 0.45% $250,000,001 - >$250,000,000: 0.425% $0 - $25,000,000: 1.00% $25,000,001 - $50,000,000: 0.90% $50,000,001 - $100,000,000: 0.80% $100,000,001 - >$100,000,000: 0.70% $0 - $150,000,000: 0.65% $150,000,001 - $250,000,000: 0.625% $250,000,001 - $500,000,000: 0.60% $500,000,001 - >$500,000,000: 0.55% $0 - $50,000,000: 0.80% $50,000,001 - $100,000,000: 0.55% $100,000,001 - $150,000,000: 0.45% $150,000,001 - >$150,000,000: 0.40% $0 - $150,000,000: 0.575% $150,000,001 - $250,000,000: 0.40% $250,000,001 - $500,000,000: 0.375% $500,000,001 - >$500,000,000: 0.35% $0 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001 - >$50,000,000: 0.40% $0 - $50,000,000: 0.20% $50,000,001 - $100,000,000: 0.15% $100,000,001 - >$100,000,000: 0.10% $0 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - >$100,000,000: 0.15% $0 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - >$100,000,000: 0.15% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001 - >$100,000,000: 0.20% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001 - >$100,000,000: 0.20% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.30% $100,000,001 - >$100,000,000: 0.25% $0 - $10,000,000: 0.325% $10,000,001 - $25,000,000: 0.30% $25,000,001 - >$25,000,000: 0.25%
Performance-based fees accepted for certain Institutional clients and private funds, including carried interest ranging from 10% to 20% in venture capital funds, and incentive fees in hedge fund-of-funds and long-only equity partnerships as described in offering documents.
Account minimum: $5,000,000
Location
1295 Environ Way
Chapel Hill, NC 27517
Most active in
Jon J has reported serving >5 clients in these states in the last 12 months.
Delaware · Massachusetts · North Carolina
Work history
Brown Advisory
2016 - Present (10 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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