Jacob Brian Richter

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

• 03/2006 → 03/2021
  Edward Jones
  St. Louis, MO
• 03/2021 → Present
  Kestra Investment Services, Llc
  Fort Worth, TX
• 02/2021 → Present
  Kestra Advisory Services, Llc
  Fort Worth, TX

Previous Registrations

• 2007-03-06 → 2021-03-08
  Edward Jones
  Ft Worth, TX
  Crowley, TX
  Ft Worth, TX
  St. Louis, MO

Other Businesses

COWTOWN FINANCIAL PLANNING POSITION: Managing Partner/Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 03/05/2021 ADDRESS: 300 College Ave, Fort Worth TX 76104, United States DESCRIPTION: Creating financial plans, making portfolio or model recommendations FORT WORTH STOCK SHOW & RODEO BOARD MEMBER POSITION: Board Member, Calf Scramble Committeeman, Greeting Committeeman NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/15/2009 ADDRESS: 3400 Burnett Tandy Dr, Fort Worth TX 76107, United States DESCRIPTION: Volunteer as a guide, help raise awareness and sponsors for the Calf Scramble (scholarship funds) NEAR SOUTHSIDE, INC POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2019 ADDRESS: 1606 Mistletoe Blvd, Fort Worth TX 76104, United States DESCRIPTION: Attend board meetings, volunteer at community fundraising events (Open Streets, ArtsGoggle, Shindig) JUNIOR ACHIEVEMENT OF THE CHISHOLM TRAIL POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2010 ADDRESS: 6300 Ridglea Place, #400, Fort Worth TX 76116, United States DESCRIPTION: Attend board meetings, help share events on social media, volunteer in the classroom KESTRA ADVISORY SERVICES POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 119 START DATE: 03/05/2021 ADDRESS: 5707 Southwest Parkway, Bldg 2, #400, Austin TX 78735, United States DESCRIPTION: Financial advisory fee-based planning

Exams

• S66 Uniform Combined State Law Examination
  2007-02-27
• S63 Uniform Securities Agent State Law Examination
  2006-05-26

Other Names

• Jacob B Richter