Jeffrey Paul Artherholt

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 07/2018
  Minnesota Life
  St. Paul, MN
• 09/2003 → 07/2018
  Securian Financial Services Inc.
  St. Paul, MN
• 09/2003 → 07/2018
  Mid-Atlantic Resources Group
  Wall, NJ
• 09/2003 → 07/2018
  Mid Atlantic Benefit Strategies
  Wall, NJ
• 07/2018 → 01/2024
  Woodbury Financial Services Inc
  Neptune, NJ
• 01/2024 → 10/2024
  Osaic Wealth, Inc.
  Tinton Falls, NJ
• 10/2024 → Present
  Kestra Investment Services, Llc
  Tinton Falls, NJ
• 10/2024 → Present
  Kestra Advisory Services, Llc
  Tinton Falls, NJ

Previous Registrations

• 2024-01-19 → 2024-11-04
  Osaic Wealth, Inc.
  Tinton Falls, NJ
• 2018-07-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Neptune, NJ
  Wexford, PA
  Tinton Falls, NJ
• 2003-11-04 → 2018-08-08
  Securian Financial Services, Inc.
  Neptune, NJ
  Wall, NJ

Other Businesses

Name: OBSIDIAN WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Financial planning and portfolio management for clients. NAME: OBSIDIAN WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Financial planning and portfolio management for clients. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/29/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-27
• S65 Uniform Investment Adviser Law Examination
  2003-10-20

Designations

• Certified Financial Planner