Nathan J Devaux

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

• 07/2024 → Present
  Kestra Investment Services, Llc.
  Fort Wayne, IN
• 01/2020 → 06/2024
  Kingdom Collective
  Fort Wayne, IN
• 09/2017 → 01/2020
  Crossview Church
  Fort Wayne, IN
• 12/2016 → 07/2017
  The Crossing School
  Fort Wayne, IN
• 09/2016 → 12/2016
  Sky Zone
  Fort Wayne, IN

Previous Registrations

• 2016-03-30 → 2016-08-11
  Howard Bailey Securities, Llc
  Fort Wayne, IN
• 2015-09-01 → 2016-07-27
  Global Financial Private Capital, Inc.
  Fort Wayne, IN
  Sarasota, FL

Other Businesses

NAME: THE SHELTON FINANCIAL GROUP POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/08/2024 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804, United States DESCRIPTION: Maintain relationship with clients and provide financial planning and investment services. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/15/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2025-02-18
• S65 Uniform Investment Adviser Law Examination
  2015-08-07
• S65 Uniform Investment Adviser Law Examination
  2015-08-07
• S63 Uniform Securities Agent State Law Examination
  2013-03-11

Designations

• Certified Financial Planner

Other Names

• Nathan J. Devaux