Robert Jackson Webb

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

• 08/2002 → 03/2020
  Ameriprise Financial Services, Inc.
  Greensboro, NC
• 03/2020 → 01/2026
  Ameriprise Financial Services, Llc
  Greensboro, NC
• 01/2026 → Present
  Kestra Investment Services, Llc
  Greensboro, NC
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Greensboro, NC

Previous Registrations

• 2003-07-11 → 2026-01-23
  Ameriprise Financial Services, Llc
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
• 2002-10-25 → 2003-05-21
  Ameriprise Financial Services, Llc
  Greensboro, NC

Other Businesses

Name: TMRW WEALTH POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2026 ADDRESS: 3824 N Elm St, Suite 101, Greensboro NC 27455, United States DESCRIPTION: Preparation of client financial plans, investment proposals, trading, execution, etc. Servicing of investments and insurance accounts. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: EXCLAMATIONS CATERING POSITION: Staff NATURE: Catering/Food Service INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2004 ADDRESS: 9202 Bartlett St, Greensboro NC 27409, United States DESCRIPTION: Event staff - setup, service, tear-down of catering events.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-24

Designations

• Certified Financial Planner

Other Names

• Robert J Webb
• Robert Webb