John Adam Sokol

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Tyler, TX
• 08/2005 → Present
  Kestra Investment Services, Llc
  Tyler, TX

Other Businesses

Business Name: Roseman Wealth Advisors Insight Portfolio Management John Sokol, LLC Investment Related: Yes Address: 3304 S. Broadway Ste. 202 Tyler TX 75701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Other,Entity is a Financial Planning firm with two owners...Alan Roseman and Chris Langford. I provide investment consulting, but am not an owner. Start Date: 1/15/2015 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: investment management Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Tyler Economic Development Council Investment Related: No Address: 315 N. Broadway Avenue Suite 300 tyler TX 75701 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: committee member Start Date: 4/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: investment oversight for the non-profit

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-12-29

Designations