Jason Henry Lehrer

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

• 09/2008 → Present
  Kestra Investment Services, Llc.
  Kings Park, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Kings Park, NY
• 10/2008 → Present
  Main Street Financial Group
  Kings Park, NY

Other Businesses

Name: Access Brokerage Services Investment Related: No Address: 14 Roosevelt Avenue Port Jefferson Station NY 11776 Nature of Business: Insurance Position, Title or Relationship: Other,All life insurance polices are issued through Access Brokerage. Start Date: 1/1/2010 Hours/month: 51% - 60% (81 - 96 hours) Hours/month during trading hours: 51% - 60% (71 - 84 hours) Duties: Meeting with clients. Selling insurance products to clients. Reviewing and comparing existing polices. Name: Main Street Financial Group Investment Related: Yes Address: 80 East Main Street Kings Park NY 11754 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Partner Start Date: 1/1/2009 Hours/month: 100%+ (More than 160 hours) Hours/month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meet with clients. Required paperwork. Marketing. Investment Research. Name: Kehilat Hadar Investment Related: No Address: 805 Columbus Ave New York NY 10025 Nature of Business: Other Other/None of the Above Religious services Position, Title or Relationship: Financial Officer/ Treasuer Start Date: 1/1/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours/month during trading hours: 11% - 20% (15 - 28 hours) Duties: Review budget and day to day financial transactions. Handle payments for on going costs, i.e rent, food, materials. 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/month: Up to 100% (0 to 160 hours) Hours/month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: J LEHRER ADVISORY SERVICES LLC POSITION: Owner NATURE: LLC is used to pay expenses related to running business. INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 80 E MAIN ST, KINGS PARK NY 11754 DESCRIPTION: LLC is used to pay expenses related to running business. Name: TREASURER - MJC POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2026 ADDRESS: 225 Fox Blvd, Merrick NY 11566, United States DESCRIPTION: Establish an annual budget for institution. Review all payments for all associated costs. Review financial data and present to board of directors. Work with third party payment processing system and co-presidents to approve expenses.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-12