Brett Randall Jacobs

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

• 10/2006 → Present
  S J Benefits Group Llc
  Lombard, IL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  St. John, IN
• 09/2014 → Present
  Kestra Investment Services, Llc
  St. John, IN

Previous Registrations

• 2008-10-13 → 2014-09-19
  Financial Telesis Inc
  Chicago, IL
  Lombard, IL
  Lombard, IL
  San Rafael, CA
  St. John, IN

Other Businesses

Business Name: Cormac Benefits Group Inv Rel: Yes Address: 2200 S. Main St. Suite 100 Lombard IL 60148 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position: Owner Start Date: 10/1/2006 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) DESC: Broker Business Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Position: 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) DESC: Investment advisory services Business Name: Cormac Financial Group Inv Rel: Yes Address: 8915 Winding Trail St John IN 46373 NOB: Real Estate Position: My wife and I own the two condominiums Start Date: 11/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: I rent the condominiums to tenants and deposit the rent checks into my personal checking account. Occasionally, there are maintenance issues which I have to hire a repair man/plumber. Business Name: Brett Jaocbs Inv Rel: No Address: Indiana University Northwest School of Business Dean's Advisory Board Gary IN 46408 NOB: Board Position (Board of Directors, Board of Trustees, etc.) Position: Board Start Date: 1/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Assist the Dean of the School of Business and Economics for Indiana University Northwest on relevance in the business community, curriculum, and accreditation Business Name: WT PARTNERS POS: I will have no Position or Title other than investor NOB: it will make a passive investment into a startup company INV REL: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 9421 Joliet St, ste C, St John IN 46373 DESC: I will have no obligations or duties Business Name: ASSOCIATED AGENCIES POS: Vice President NOB: Insurance INV REL: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/08/2024 ADDRESS: 1701 Golf Rd, ste 3-700, Rolling Meadows IL 60008 DESC: Managing Existing clients and cross selling employee benefit insurance and 401(k) plans to their existing clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-10
• S63 Uniform Securities Agent State Law Examination
  2007-12-07