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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-12
MD RA APPROVED 2016-04-19
  • TX RA
    APPROVED_RES
    Since 2026-05-12
  • MD RA
    APPROVED
    Since 2016-04-19

Branch Locations

1340 Smith Avenue Suite 200, Baltimore, MD 21209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Advisory Services, Llc Baltimore MD 04/2016 Present
Kestra Investment Services, Llc Baltimore MD 07/2010 Present
Previous Registrations
  • 2005-08-04 → 2010-08-03
    Next Financial Group, Inc.
    Hunt Valley, MD
    Hunt Valley, MD
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-26
S63 Uniform Securities Agent State Law Examination 2002-11-27
  • S65 Uniform Investment Adviser Law Examination
    2005-07-26
  • S63 Uniform Securities Agent State Law Examination
    2002-11-27
Other Names
  • Johanna Lynne Dunkle
  • Johanna L Bathurst

View on SEC IAPD

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