Jacob Michael Forschein

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

• 12/2017 → 04/2019
  Unemployed
  Livingston, TX
• 09/2009 → 12/2017
  Westinghouse Electric Company
  Cranberry Township, PA
• 04/2019 → 06/2023
  Intervest International Equities Corp
  Colorado Springs, CO
• 06/2023 → Present
  Kestra Advisory Services, Llc
  Allison Park, PA
• 06/2023 → Present
  Kestra Investment Services Llc
  Allison Park, PA

Previous Registrations

• 2019-04-25 → 2023-06-06
  Intervest International, Inc.
  Allison Park, PA
  Colorado Springs, CO

Other Businesses

Name: BE FINANCIALLY SOUND POSITION: RR NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 3900 Bonita Dr, Allison Park PA 15101, United States DESCRIPTION: RR Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 5707 South West Parkway, Building #2 Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: STEEL CITY SHAKESPEARE POSITION: Board President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2024 ADDRESS: 435 Perry Hwy, West View PA 15229, United States DESCRIPTION: Board President: Lead the meetings and create the framework and structure for the theater company to make company decisions, put on productions, and provide theater education to the community. Founding Board is primarily tasked with creating the structure of the board itself and helping the company work towards non-profit status. Before we can ratify any bylaws, Mission, Vision, Values, etc we need to have a governing body who can approve those things, so for the first many months we will likely merely spend time on those boring but necessary things. Once we gather board members (we need 5 to 9) we will call a first meeting at which we will introduce ourselves to one another and begin deciding who will assume what role. Name: BE FINANCIALLY SOUND POSITION: RR NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 8220 Post Rd, Allison Park PA 15101, United States DESCRIPTION: RR

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-13
• S63 Uniform Securities Agent State Law Examination
  2018-08-23