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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
TN RA APPROVED 2025-08-11
TX RA APPROVED 2025-08-11
  • TN RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

213 Overlook Cir Ste B-2, Brentwood, TN 37027 • 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
Hair Family Farms Anthon IA 09/2010 04/2017
Bankers Life And Casualty Brentwood TN 04/2017 10/2020
Edward Jones St. Louis MO 11/2020 08/2025
Peterson Contractors Reinbeck IA 06/2016 09/2016
Kestra Advisory Services, Llc Brentwood TN 08/2025 Present
Kestra Investment Services, Llc Brentwood TN 08/2025 Present
  • 09/2010 → 04/2017
    Hair Family Farms
    Anthon, IA
  • 04/2017 → 10/2020
    Bankers Life And Casualty
    Brentwood, TN
  • 11/2020 → 08/2025
    St. Louis, MO
  • 06/2016 → 09/2016
    Peterson Contractors
    Reinbeck, IA
  • 08/2025 → Present
    Brentwood, TN
  • 08/2025 → Present
    Kestra Investment Services, Llc
    Brentwood, TN
Previous Registrations
  • 2021-03-08 → 2025-08-04
    Dakota Dunes, SD
    St Louis, MO
    Sioux City, IA
    Dakota Dunes, SD
    Dakota Dunes, SD
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: 08/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: LEVINE GROUP POSITION: Financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/06/2025 ADDRESS: 213 Overlook Cir B-2, Brentwood TN 37027, United States DESCRIPTION: Client Consultations: Develop comprehensive financial plans for clients, which may involve budgeting, estate planning, insurance analysis, or tax-efficient strategies, ensuring alignment with their long-term objectives. Relationship Management: Building and maintaining strong client relationships through regular communication, follow-ups, and personalized support to foster trust and loyalty, leveraging the Levine Group's office as a hub for these interactions. Business Development: Administrative Oversight: Name: NFP, AN AON COMPANY POSITION: Financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/06/2025 ADDRESS: 213 Overlook Cir B-2, Brentwood TN 37027, United States DESCRIPTION: Client Consultations: Relationship Management: Business Development: Administrative Oversight:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2021-03-05
Other Names
  • Jared Mccoy
  • Jared Franklin Mccoy

View on SEC IAPD

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