James Brian Hebets

Current Employers

Employment History

• 05/2012 → Present
  Kestra Investment Services, Llc
  Phoenix, AZ
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Phoenix, AZ

Other Businesses

Name: Future For Kids (Non-Profit) Investment Related: No Address: 6991 E Camelback Rd. Ste. D301 Scottsdale AZ 85251 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Member Start Date: 8/15/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: - qtly board meetings - Assist in organizing fund raising events - Volunteer at academic & sports camp Name: Comp Consulting, LLC DBA NFP - The Hebets Investment Related: Yes Address: 2575 East Camelback Road, Suite 700 Phoenix AZ 85016 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Vice President of the company. Start Date: 5/15/2012 Hours per month: 81% - 90% 130 Hours per month during trading hours: 91% - 100% (130 hours) Duties: Meeting with clients to discuss various insurance and investment products that meet their individual needs. Name: Hebets Financial, LLC Investment Related: No Address: 2575 East Camelback Road, Suite 700 Phoenix AZ 85016 Nature of Business: Insurance Position, Title or Relationship: This is simply a company that my life insurance commissions are paid into Start Date: 6/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: This is simply a company that my life insurance commissions are paid into 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% (160 hours) Duties: Investment advisory services Name: FAST LANE DRIVE ARIZONA POSITION: Partner Owner NATURE: Exotic Car & Social Club for Entrepreneurs INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 7326 E Evans Rd, Ste E, Scottsdale AZ 85260 DESCRIPTION: Assist in planning events for our members throughout the year such as car rallies, social events, trips, networking events, etc. Name: FINSECA FOUNDATION POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2023 ADDRESS: 600 13th Street, NW, Suite 550, Washington DC 20005 Descrip: 4-8 meetings per year (mostly virtual), annual conference, fundraising activities & other miscellaneous items. Name: HONOR HEALTH FOUNDATION BOARD OF TRUSTEES POSITION: Board of Trustees NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 8125 Hayden Road, Scottsdale AZ 85260 DESCRIPTION: Qtly Board Meetings & eventually serve on at least one committee. Name: CHILDHELP USA POSITION: Associate Board Member NATURE: Board position (Board of Directors) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: 6730 N. Scottsdale Rd, Suite 150, Scottsdale AZ 85253, United States DESCRIPTION: associate board member Name: LIFE MASTERS CLASSES, LLC POSITION: I am the owner and CEO of this business. NATURE: Lead Generation, Event Planning, Education Content Creation & Marketing Business INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 02/26/2018 ADDRESS: 3219 E Camelback Rd, #258, Phoenix AZ 85018, United States DESCRIPTION: My duties are to lead the team in all of their lead generation, education generation and marketing efforts as described above. These efforts lead to life insurance commission revenue from the cases / clients worked on and managed at The Hebets Company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  2011-07-23

Other Names

• Jamie Brian Hebets
• Jamie Hebets