Strategic Advisers
47yrs
Top advisor by experience at Strategic Advisers
26yrs
Jon Jester has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Chapel Hill, North Carolina. After seven years at Morgan Stanley and less than a year at Morgan Stanley & Co., Jon joined Brown Advisory in 2016, a firm offering investment management, private fund management, and selecting outside investment managers. Jon holds the CFP® designation.
One of 291 advisors with offices in Chapel Hill, and one of 257 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 22% by experience in North Carolina
Office1295 Environ Way, Chapel Hill, NC 27517
FirmBrown Advisory
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$15.1 million
Advisors at the firm25
States licensed ?1 state
Services through Brown Advisory
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowBrown AdvisoryCurrent firm
- 2009 – 2016Morgan StanleyPreviously
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2009UBS Financial Services Inc.Previously
- 2002 – 2004Wells Fargo Clearing Services, LLCPreviously
- Nov 2001 – Jun 2002Wachovia Securities, Inc.Previously
Contact Jon
1295 Environ WayChapel Hill, NC 27517Office · Get directions Firm main line(410) 537-5400Headquarters: Brown Advisory · Baltimore, MD Instagram pageBrown Advisory
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Brown Advisory at (410) 537-5400 and ask for Jon Jester. Jon works from the Chapel Hill, NC office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2000, about 26 years. Top 22% by experience in North Carolina.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Brown Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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