Jamie A. Stone

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Hingham, MA
• 01/2007 → Present
  Kestra Investment Services, Llc
  Hingham, MA

Previous Registrations

• 2003-06-10 → 2007-01-30
  Park Avenue Securities Llc
  Greenwood Village, CO
  Englewood, CO

Other Businesses

Busi Name: PeachPi LLC Inv Rel: Yes Address: 1070 33rd St Denver CO 80205 NOB: Real Estate POSI: member Start Date: 6/15/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: investment and helping hire people to solve issues with properties Busi Name: MSW Financial Partners Inv Rel: Yes Address: 1070 33rd St Denver CO 80205 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POSI: director Start Date: 5/9/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Calling, meeting, discussing, analyzing client informaition and help clients make informed decisions Busi Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POSI: 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 Busi Name: StonMerica Enterprises, Inc DBA MSW Financial Partners, INC Inv Rel: Yes Address: 1070 33rd St Denver CO 80205 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POSI: Director and Owner Start Date: 6/20/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: meet with clients and manage staff and sell products and services, analyze options for clients Busi Name: StonMerica Enterprises, INC Inv Rel: No Address: 1070 33rd St Denver CO 80205 NOB: Consulting POSI: Advisory pboard member Start Date: 12/18/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meeting or call every few weeks. Busi Name: Banana Stand 2, LLC Inv Rel: Yes Address: Rental Property Denver CO 80205 NOB: Real Estate POSI: Managing Member Start Date: 9/16/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: collect rents we have a prop manager Busi Name: Banana Stand 1, LLC Inv Rel: Yes Address: 23 Spruce St Steamboat Springs CO 80487 NOB: Real Estate POSI: Manager Start Date: 9/16/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Prop management Busi Name: BANANA STAND 3, LLC POSI: Managing member NOB: There is no current asset in the LLC INV REL: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: PO Box 880009, Steamboat SPrings CO 80488 DESC: Manage the entity and its holdings Busi Name: STONMERICA ENTERPRISES, INC POSI: Referrer NOB: Referring P and C insurance to NFP P and C INV REL: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2232 Apres Ski Way, #12, Steamboat Springs CO 80487 DESC: TO help explain P and C insurance to clients

Exams

• S66 Uniform Combined State Law Examination
  2003-05-27

Designations