Jesse David Bayarena

Current Employers

Employment History

• 02/2006 → 10/2019
  1St Global Capital Corp.
  Dallas, TX
• 09/2007 → 04/2023
  Avantax Insurance Services, Inc.
  Victoria, TX
• 12/2008 → 10/2019
  1St Global Advisors, Inc.
  Dallas, TX
• 10/2019 → 04/2023
  Avantax Investment Services, Inc.
  Victoria, TX
• 10/2019 → 04/2023
  Avantax Advisory Services
  Victoria, TX
• 04/2023 → Present
  Kestra Private Wealth Services Llc
  Victoria, TX
• 04/2023 → Present
  Kestra Investment Services Llc
  Victoria, TX

Previous Registrations

• 2019-10-25 → 2023-04-24
  Avantax Advisory Services
  Irving, TX
• 2008-12-19 → 2019-10-25
  1St Global Advisors Inc
  Dallas, TX
  Victoria, TX
• 2005-01-03 → 2006-02-21
  Comerica Securities
  Irving, TX
  Irving, TX
• 2003-05-09 → 2004-11-10
  Td Ameritrade, Inc.
  Irving, TX

Other Businesses

Business Name: RONIN WEALTH POS: owner and advisor NOB: Insurance INV REL: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/19/2023 ADDRESS: 101 Goodwin Ave. Suite 930, Victoria TX 77901 DESC: Financial planning and wealth management activities Business Name: KAIZEN TAX PLANNING POS: Founder NOB: Tax/Accounting/CPA INV REL: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 101 W. Goodwin Ave., Suite 101, Victoria TX 77901 DESC: Identify tax reduction solutions with CPA/EA Manage firm Business Name: RONIN WEALTH LLC POS: Founder NOB: Going through this disclosure to submit the name of my tax entity and that is all. INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 104 START DATE: 04/19/2023 ADDRESS: 101 W. Goodwin Ave., Suite 101, Victoria TX 77904 DESC: Financial Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-17
• S63 Uniform Securities Agent State Law Examination
  2000-03-10

Designations

Other Names

• David Bayarena