Joseph Kane Bragdon

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

• 08/2009 → Present
  Financial Architects Partners
  Boston, MA
• 10/2014 → Present
  Kestra Investment Services, Llc
  Palo Alto, CA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Palo Alto, CA

Other Businesses

Business Name: Financial Architects Partners Investment Related: Yes Address: 800 Boylston Street, 26th Floor Boston MA 94115 Nature of Business: Insurance Position, Title or Relationship: Vice President Start Date: 8/24/2009 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Producer. I work with clients and their advisers to find how life insurance fits into their financial goals Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: 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

Exams

• S66 Uniform Combined State Law Examination
  2015-05-18

Designations

• Chartered Financial Analyst

Other Names

• Joseph Kane Bragdon
• Joseph Bragdon