Jason Colin Patrick

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

• 01/2014 → Present
  Fiduciary Advisors, Llc
  Newport Beach, CA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Newport Beach, CA
• 08/2014 → Present
  Kestra Investment Services, Llc
  Newport Beach, CA

Previous Registrations

• 2014-01-06 → 2014-08-22
  Financial Telesis Inc
  San Rafael, CA
  Newport Beach, CA
• 2009-03-03 → 2014-01-30
  Usi Advisors
  Irvine, CA
  Glastonbury, CT
• 2009-01-14 → 2009-03-02
  Usi Securities, Inc.
  Glastonbury, CT
  Irvine, CA
  Irvine, CA

Other Businesses

Name: Fiduciary Advisors, LLC Investment Related: Yes Address: 895 Dove Street Suite 300 Newport Beach CA 92660 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner/CEO. Start Date: 10/1/2013 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Duties related to running the business. At this time, all obligations to the business. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: INSPERITY, INC. POSITION: Employee NATURE: Through our relationship with FSI, we partner with Insperity as our PEO provider. Insperity offers Fiduciary Advisors a range of insurance benefits, including health and welfare coverage, as well as HR services for our team members. Our employees are dully employed through the PEO in order to receive these services. INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 19001 Crescent Springs Drive, Kingwood TX 77339, United States DESCRIPTION: Through our relationship with FSI, we partner with Insperity as our PEO provider. Insperity offers Fiduciary Advisors a range of insurance benefits, including health and welfare coverage, as well as HR services for our team members. Our employees are dully employed through the PEO in order to receive these services.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-13
• S63 Uniform Securities Agent State Law Examination
  2005-08-05

Other Names

• Jason Daniel Flannery