Jeremy Evan Kester
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Jeremy Evan Kester? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCJul 2021 to now
- Lincoln Pius X High SchoolMar 2021 to Jul 2021
- I'd Rather Be Surfing, LLCMar 2018 to Jul 2021
- Kj Partners LLCMar 2018 to Jul 2021
- Capital Soccer AssociationOct 2013 to Jul 2021
- Boy Scouts of America/cub Scouts-cornhusker CouncilJan 2013 to Mar 2018
- Missouri Valley ChapterJul 2007 to Mar 2018
- Various Insurance Carriers for W&r Insurance AgenciesMay 2002 to Jul 2021
- Waddell & Reed, Inc.Dec 2001 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4485501
- Firm CRD
- 6413