Andres Felipe Yepes

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 07/2019
  Raymond James & Associates, Inc.
  Viera, FL
• 08/2019 → 05/2025
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2019 → 05/2025
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 05/2025 → Present
  Kestra Private Wealth Services, Llc
  Melbourne, FL
• 05/2025 → Present
  Kestra Investment Services, Llc
  Melbourne, FL

Previous Registrations

• 2019-08-21 → 2025-06-05
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Rocklege, FL
  Melbourne, FL
  Melbourne, FL
• 2016-08-19 → 2019-08-02
  Raymond James & Associates, Inc.
  Melbourne, FL

Other Businesses

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: 05/19/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THREE BRIDGES PLANNING POSITION: Certified Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 05/19/2025 ADDRESS: 304 S Harbor City Blvd, Ste 200, Melbourne FL 32901, United States DESCRIPTION: Financial Advice and Planning Name: MELBOURNE REGIONAL CHAMBER POSITION: Ambassador NATURE: Volunteer INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 1135 W. NASA Blvd., Suite 103, Melbourne FL 32901, United States DESCRIPTION: Help onboard new chamber members participate in chamber events Name: BREVARD ALZHEIMER'S FOUNDATION POSITION: Treasurer, board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 4646 N Wickham Rd, Melbourne FL 32935, United States DESCRIPTION: Attend board meetings Chair the finance committee treasurer help with overall growth of the organization

Exams

• S66 Uniform Combined State Law Examination
  2016-08-17

Designations

• Certified Financial Planner

Other Names

• Andres Felipe Yepes Villegas