Jeffrey Gerald Thiede

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

• 01/2009 → 01/2024
  The Balance Sheet
  Scottsdale, AZ
• 09/2013 → 12/2016
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2017 → 10/2020
  Npb Financial Group, Llc
  Scottsdale, AZ
• 10/2020 → 01/2024
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2020 → 01/2024
  J.W Cole Advisors, Inc.
  Tampa, FL
• 01/2024 → Present
  Kestra Investment Services, Llc
  Tampa, FL
• 03/2024 → Present
  Kestra Advisory Services, Llc
  Tampa, FL

Previous Registrations

• 2020-11-12 → 2023-12-31
  J. W. Cole Advisors, Inc.
  Scottsdale, AZ
  Tampa, FL
• 2018-02-12 → 2020-10-20
  Npb Financial Group, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

Business Name: ZZZ PROPERTY LLC POS: Owner NOB: Real Estate INV REL: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 8049 N 85th Way, Scottsdale AZ 85258 DESC: Management of property

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-10
• S63 Uniform Securities Agent State Law Examination
  2013-11-04

Other Names

• Jeff Thiede