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Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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:

Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-23
  • GA RA
    APPROVED
    Since 2024-01-23

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

2021 Central Ave, Cordele, GA 31015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Cordele GA 02/2013 03/2023
Kestra Private Wealth Services, Llc Cordele GA 03/2023 Present
Kestra Investment Services, Llc Cordele GA 03/2023 Present
  • 02/2013 → 03/2023
    Edward Jones
    Cordele, GA
  • 03/2023 → Present
    Cordele, GA
  • 03/2023 → Present
    Kestra Investment Services, Llc
    Cordele, GA
Other Businesses

Business Name: INSPIRED WEALTH PLANNING POSITION: Associate NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 03/08/2023 ADDRESS: 209 E 14th Ave, PO Box 5488, Cordele GA 31010 DESCRIPTION: Operations Business Name: JYNNIFER BOWYER NOTARY POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/08/2023 ADDRESS: 209 E 14th Ave, PO Box 5488, Cordele GA 31010 DESCRIPTION: Notarize signatures for clients on client forms. INSPIRED WEALTH PLANNING POSITION: Associate NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 03/08/2023 ADDRESS: 2021 Central Ave, Cordele GA 31015 DESCRIPTION: Operations Business Name: JYNNIFER BOWYER NOTARY POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/08/2023 ADDRESS: 2021 Central Ave, Cordele GA 31015 DESCRIPTION: Notarize signatures for clients on client forms.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2008-12-17
  • S66 Uniform Combined State Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2008-12-17
Other Names
  • Jynnifer Lynn Wadlington
  • Jynni Bowyer
  • Jynni Wadlington
  • Jynnifer Wadlington Bowyer

View on SEC IAPD

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