Lewis John Martin

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

• 09/2014 → 08/2017
  Axa Advisors, Llc
  New York, NY
• 12/2018 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
• 12/2018 → 04/2021
  Bank Of America, N.A.
  Las Vegas, NV
• 08/2017 → 12/2018
  Legion Insurance Group
  Las Vegas, NV
• 07/2021 → Present
  Kestra Investment Services, Llc
  Naperville, IL
• 04/2021 → 07/2021
  Unemployed
  Chicago, IL
• 07/2021 → Present
  Kestra Advisory Services, Llc
  Naperville, IL

Previous Registrations

• 2021-07-19 → 2025-10-17
  Kestra Advisory Services, Llc
  Burr Ridge, IL
  Austin, TX
  Naperville, IL
  Yorkville, IL
• 2018-12-13 → 2021-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
• 2014-11-17 → 2017-08-18
  Equitable Advisors, Llc
  Las Vegas, NV
  Scottsdale, AZ
  Las Vegas, NV

Other Businesses

PARTNERS WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 77 START DATE: 07/06/2021 ADDRESS: 1700 Park Street Suite 200, Naperville IL 60653, United States DESCRIPTION: Meet with clients and review their financial holdings and risk tolerance. KESTRA ADVISORY SERVICES LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 63 START DATE: 07/06/2021 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: BD used to provide investment options to advisory clients

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12

Designations

• Certified Financial Planner

Other Names

• Lewis Martin
• Lewis John Martin