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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| MD | RA | APPROVED | 2016-04-19 |
Branch Locations
1340 Smith Avenue Suite 200, Baltimore, MD 21209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Baltimore | MD | 04/2016 | Present |
| Kestra Investment Services, Llc | Baltimore | MD | 07/2010 | Present |
Business Name: JLB Wealth Management Group, LLC Investment Related: Yes Address: 1340 Smith Avenue Suite 200 Baltimore MD 21209 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Owner Start Date: 4/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Advising clients on how best to invest their money. Retirement income planning. Budgeting. Savings. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-27 |
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