Wells Fargo Advisors
23yrs
Top advisor by experience in Portland
3yrs
Eric McLester
Financial advisor at Edward Jones
Based in Portland, Texas, Eric McLester is a fiduciary financial advisor with 3 years of industry experience. Eric has been with Edward Jones since 2024. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 8 advisors with offices in Portland, and one of 8 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office523 Elm St, Portland, TX 78374
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
Contact Eric
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Eric. 523 Elm StPortland, TX 78374Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Eric
How do I contact Eric?
Call Edward Jones at (314) 515-2000 and ask for Eric McLester. Eric works from the Portland, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric 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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