Role at BDT Capital Partners
- Title on Schedule A
- President
- Control
- Dan Jester is a control person of BDT Capital Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Dan Jester has held the filed role since November 2013.
The firm
Form ADV filed 3 August 2026
Career on record
Dan Jester has been registered through BDT Capital Partners since July 2014.
- Passed Series 99TO · 2023
- Passed SIE · 2018
- Bdt Capital PartnersCurrent– present · 12 yearsAustin, TX · Adviser representative · Firm CRD 160914
- Passed Series 24 and Series 63 · 2014
- Passed Series 79 · 2011
- Passed Series 7 · 1990
Registrations and exams
Dan Jester has a current investment-adviser registration in Texas and has passed 6 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Texas | Investment adviser representative | Approved, resident | 17 July 2014 |
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2014 |
| Series 24 | General Securities Principal Examination | 7 January 2014 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 79 | Investment Banking Registered Representative Examination | 20 January 2011 |
| Series 7 | General Securities Representative Examination | 11 September 1990 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Dan Hamill Jester
- CRD
- 2088996
- Registration status
- Investment adviser and broker registrations
- Office
- Austin, TX
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Dan Jester work?
Dan Jester has been President of BDT Capital Partners, LLC since November 2013, and is a control person of the firm.
Is Dan Jester a financial advisor?
Yes. Dan Jester has a current investment-adviser registration in Texas, through BDT Capital Partners since July 2014, as of 17 October 2026.
How many years of experience does Dan Jester have?
Dan Jester has worked in the financial industry for 28 years as of 17 October 2026, counted from 9 February 1998, across 1 adviser firm.
What exams has Dan Jester passed?
Dan Jester has passed 6 licensing exams: the Series 7, Series 79, Series 24, Series 63, SIE and Series 99TO. The earliest, the Series 7, was passed in September 1990.
Where is Dan Jester based?
Dan Jester’s registered office is in Austin, TX.
Leadership at BDT Capital Partners
- Gregg LemkauCo-Chief Executive Officer
- Byron TrottChairman & Co-Chief Executive Officer
- Adam BesharaPresident
- Juliet DebaubignyPresident
- Amy EnnesserPresident
- Gregory OlafsonPresident
- San OrrPresident
- Lawrence SchaltenbrandPartner & Co-Chief Financial Officer
- Daniel StockPartner & Co-Chief Financial Officer
- Chad FeingoldPartner & Chief Operating Officer
- Cindy MichelPartner & Global Chief Compliance Officer
- Robert SimondsPartner & General Counsel
- David ThomasPartner & Chief Legal Officer