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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
PA RA APPROVED 2021-01-04
  • PA RA
    APPROVED
    Since 2021-01-04

Branch Locations

525 William Penn Place Ste 3401, Pittsburgh, PA 15219 • United States

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

Pittsburgh, PA • 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
Strayer University Warrendale PA 04/2017 10/2020
La Roche University Pittsburgh PA 01/2015 07/2017
Erie Insurance Cranberry PA 06/2016 12/2016
Kestra Advisory Services, Llc Pittsburgh PA 01/2021 Present
Kestra Investment Services, Llc Pittsburgh PA 09/2020 Present
  • 04/2017 → 10/2020
    Strayer University
    Warrendale, PA
  • 01/2015 → 07/2017
    La Roche University
    Pittsburgh, PA
  • 06/2016 → 12/2016
    Erie Insurance
    Cranberry, PA
  • 01/2021 → Present
    Pittsburgh, PA
  • 09/2020 → Present
    Kestra Investment Services, Llc
    Pittsburgh, PA
Other Businesses

Name: SIGNATURE FINANCIAL PLANNING POSITION: Wealth Planning Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 09/08/2020 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Conducting research, reporting, analysis, trading Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 SW Parkway Bld 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Assistant Portfolio Manager Start Date: 9/8/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Portfolio Management, reporting, research Name: SIGNATURE SELECT WEALTH, LLC POSITION: Administrative. NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/08/2020 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Paperwork for the clients Name: SIGNATURE WEALTH POSITION: Wealth Planning Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 09/08/2020 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Conducting research, reporting, analysis, trading NAME: ADGG FOUNDATION POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2023 ADDRESS: 121 Horizon Dr, Pittsburgh PA 15237, United States DESCRIPTION: Attending fundraising events to assist with facilitation of award distribution, customer service, merchandise distribution, and overall labor to help the events take place.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
  • S66 Uniform Combined State Law Examination
    2020-12-21
Other Names
  • Jay Kamon

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