Watch
-
Location
Denver, CO
-
Experience
16 years
-
Credentials
CERTIFIED FINANCIAL PLANNER™
- Master of Science in Management
I was raised by a financial advisor and have been learning about markets ever since I can remember. The 2008 crash at the start of my career taught me a great deal about how extreme markets get at times, and more importantly, how those extremes can affect our thoughts and behaviors.
I’m a perpetual optimist that spends a lot of time thinking about risk. I love meaningful, fruitful conversations and draw from my background in equity compensation, executive benefits, insurance/annuities, retirement plans, and digital assets. Sophisticated, human-focused financial planning is my passion.
I approach relationships with warmth and thoughtful attention while aiming to simplify the complex – financial or otherwise. Money is just a stepping stone but doesn’t provide meaning to life on its own. After a conversation, I want you to feel a greater sense of clarity and confidence in your financial life so you’re free to pursue what really matters to you.
Team Aspen
Aspen Team
Team Aspen is rooted in Colorado, and like the trees themselves, our team is a tight-knit network of experienced advisors who are resilient and deeply connected. With the highest concert attendance by far, they’re in tune with connection and harmony—key elements in their approach to client service. Expect a vibrant team with a steady beat and a strong sense of purpose.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
Recent Content From JJ Lester
View all
Schedule a call with JJ Lester
Typing...
Let’s schedule a day and time for our meeting.
We have another option available for you.
We have another option available for you.
95%
100%
100%
100%
Meet more advisors.
Kerri Allen, CFP®, EA, MBA
Lead Financial Advisor
Brennen Ramos, CFP®
Lead Financial Advisor
Roch Monnig, CFP®
Lead Financial Advisor
Chelsea English, CFP®, ChFEBC℠, AIF®
Lead Financial Advisor
Erin Varghese, CFP®
Lead Financial Advisor
Chris Brown, CFP®, CPWA®️
Lead Financial Advisor
Caleb Vering, CFP®
Lead Financial Advisor
Naomi Roy, CFP®
Lead Financial Advisor
Harry Sommers, CFP®, MBA, FBS®, CEPA®
Lead Financial Advisor
Katie Villegas, CFP®
Lead Financial Advisor
Steven Murphy, CFP®
Lead Financial Advisor
Katie Kavehrad, CFP®, CAP®
Lead Financial Advisor
Chelsea Johns, CPA, CEPA®, CFP®
Lead Financial Advisor
Brandon Woods, CFP®, CKA
Lead Financial Advisor
JT Trimble, CEPA®, CFP®️
Lead Financial Advisor
Kerri Allen, CFP®, EA, MBA
Lead Financial Advisor
Brennen Ramos, CFP®
Lead Financial Advisor
Roch Monnig, CFP®
Lead Financial Advisor
Chelsea English, CFP®, ChFEBC℠, AIF®
Lead Financial Advisor