Kristina Brauchle Summers

Current Employers

Employment History

• 02/2003 → 12/2021
  Edward Jones
  St Louis, MO
• 12/2021 → Present
  Kestra Investment Services Llc
  San Antonio, TX
• 12/2021 → Present
  Kestra Advisory Services Llc
  San Antonio, TX

Previous Registrations

• 2012-11-01 → 2021-12-03
  Edward Jones
  Farmington, NM
  San Antonio, TX
• 2007-01-19 → 2012-04-04
  Edward Jones
  Devine, TX

Other Businesses

Business Name: Caring Transitions Type of business: estate sales San Antonio, TX Start date: 2/1/2021 Worker Bee Hours per week: 8 Hours during trading: 2 help organize estate sales Business Name: KESTRA ADVISORY SERVICES POSITION: Independent Contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2021 ADDRESS: 5707 Southwest Pkwy, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Financial advisor offering investment services and advice. Business Name: KESTRA PRIVATE WEALTH, LLC POSITION: Independent Contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2021 ADDRESS: 5707 Southwest Pkwy, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Financial planning services to include retirement planning, education funding, insurance product selection, and complementary services. Business Name: MORNINGSIDE MINISTRIES POSITION: Vice President & Secretary NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 730 Babcock Rd, San Antonio TX 78201 DESCRIPTION: Attend board meetings and assist in decisions. Business Name: SEASONS WEALTH, LLC POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 05/26/2023 ADDRESS: 11503 NW Military Hwy, Ste 301, San Antonio TX 78231 DESCRIPTION: learn products, analyze portfolios, discuss with clients, complete paperwork, service policies Business Name: SEASONS WEALTH, LLC POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2023 ADDRESS: 11503 NW Military Hwy, Ste 301, San Antonio TX 78231 DESCRIPTION: Especially in the interest rate environment that we are in, I analyze annuities and other insurance products to make the appropriate recommendations that meet client goals.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-20
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Designations

Other Names

• Kris Summers
• Kris Brauchle Summers
• Kristina Forester Brauchle