Jeff Lester

Financial Advisor

Jeff Lester

I'm a lifelong chess player, and I approach financial planning the way I approach a game of chess. I'm constantly looking at the entire board - looking at all the opportunities and all the threats I can identify - and trying to anticipate several moves ahead in order to give my clients the best possible guidance.

OVERVIEW

Jeff uses interactive planning to help his clients recognize their financial potential and achieve their financial goals. Many of Jeff's clients are business owners. He works with Eide Bailly CPAs to provide clients with tax-advantaged strategies, and then he helps clients implement those strategies through sound investment management.

Jeff believes in hard work, dedication and doing things right the first time. He takes an active interest in his clients and wants to understand how their local business fits into the greater economy. Jeff loves learning about his clients' families, their hobbies and their other interests. Why? Because a successful strategy is one that fits into his clients' lives - one that makes sense, respects their lifestyle and is realistic.

Jeff is an amateur meteorologist and an avid storm chaser. He loves the thrill of the chase. And, he loves shooting video and photos of tornadoes to share with his family and friends. Mostly, he loves educating people about how to minimize their risk from severe weather. He's also an avid fan of the Oklahoma Sooners, and he considers college football season to be his favorite of the four seasons, with tornado season being a close second.

QUALIFICATIONS

Designations/Licensures

  • General Securities Representative License, Series 7; and Investment Advisor Representative and State Securities Representative, Series 66
  • Licensed Insurance Producer
  • Professional Plan Consultant®

Education

  • Bachelor of Arts, Journalism – The University of Oklahoma, Norman

KNOWLEDGE

Client Work

  • In a previous career, Jeff was a key member of a team that designed a comprehensive risk management platform for the Catholic Church in North America, including the most widely used child sex abuse prevention program in the world.
  • As a former Oklahoma Labor Department official, Jeff has testified to Congress on multiple occasions about the federal Davis-Bacon Act. Was heavily involved in an effort to expose corruption and waste surrounding the act and its detrimental impact on taxpayers across the country.

COMMUNITY

Community Involvement

  • Supports causes focused on preventing child sexual abuse and other forms of violence against children.
  • Takes his role as a storm spotter very seriously, and he uses all means available to help warn his co-workers, neighbors and friends about threatening weather conditions.

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners.

Check the background of this firm on FINRA's BrokerCheck here: https://brokercheck.finra.org/

Check the advisor’s status here: https://www.adviserinfo.sec.gov/