Jeffrey Herbert Irle

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

• 02/1994 → Present
  Standard Equity Agency
  Atlanta, GA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Roswell, GA
• 07/2004 → Present
  Kestra Investment Services, Llc
  Roswell, GA

Previous Registrations

• 2003-04-09 → 2004-11-01
  Independent Advisers Group Corp
  Atlanta, GA

Other Businesses

Bus 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 Bus Name: Standard Equity Agency, Inc Investment Related: Yes Address: 5901-C Peachtree Dunwoody Rd. Suite 45 Atlanta GA 30328 Nature of Business: Insurance; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: President Start Date: 2/1/1994 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Assess the need and make recommendations for insurance and other financial products. Bus Name: CSI CAPITAL FUND LLC POSITION: General member; Manager NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/02/2023 ADDRESS: 4082 Columns Drive SE, Marietta GA 30067 DESCRIPTION: Co-manage assets, books and records and all other affairs of the LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-22

Other Names

• Jeff Irle