Jamal Ali Thompson

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

• 09/2020 → Present
  Kestra Advisory Services, Llc
  Burbank, CA
• 02/2014 → Present
  Kestra Investment Services, Llc
  Burbank, CA

Previous Registrations

• 2012-11-06 → 2020-09-15
  Kestra Private Wealth Services, Llc
  Woodland Hills, CA
  Austin, TX
  Burbank, CA
• 2007-08-06 → 2012-09-19
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA
• 2005-08-19 → 2007-08-14
  Mml Investors Services, Llc
  Castaic, CA
  Castaic, CA

Other Businesses

Business Name: Domari Wealth Management Investment Related: Yes Address: 4450 Lakeside Drive, Suite 350 Burbank CA 91505 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Consultant Start Date: 10/1/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: To provide invesment advice and services Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/13/2022 ADDRESS: 5707 Southwest Parkway, Building 2, STE 400, Austin TX 78735 DESCRIPTION: Manage Account for Clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-09
• S63 Uniform Securities Agent State Law Examination
  2003-08-06

Other Names

• J Allen Thompson