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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-16
TX RA APPROVED_RES 2025-09-04
  • FL RA
    APPROVED
    Since 2025-09-16
  • TX RA
    APPROVED_RES
    Since 2025-09-04

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

3206 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082 • 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
Hana Financial Group, Inc. Ponte Vedra Beach FL 11/2004 03/2019
Commonwealth Financial Network Waltham MA 02/2007 03/2019
Commonwealth Financial Network Waltham MA 03/2019 09/2025
Kestra Advisory Services, Llc Ponte Vedra Beach FL 09/2025 Present
Kestra Investment Services, Llc Ponte Vedra Beach FL 09/2025 Present
Previous Registrations
Other Businesses

EMPOWER WEALTH STRATEGIES, INC. POSITION: Owner NATURE: Administrative pass through entity INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 09/03/2025 ADDRESS: 13139 Leatherleaf Dr S, Jacksonville FL 32225, United States DESCRIPTION: Do advisory business but entity created to receive advisory compensation. HFG WEALTH ADVISORS POSITION: Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 09/03/2025 ADDRESS: 3206 Sawgrass Village Circle, Ponte Vedra Beach FL 32082, United States DESCRIPTION: Providing guidance and investment advice to clients. Construct wealth accumulation strategies, prepare retirement income distribution strategies, reduce taxable events. KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-07
  • S66 Uniform Combined State Law Examination
    2021-07-07
Other Names
  • Mary L Jacobson

View on SEC IAPD

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