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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-13
  • GA RA
    APPROVED
    Since 2023-11-13

Branch Locations

102 Lee Ave, Blackshear, GA 31516 • United States

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Atlanta GA 06/2022 08/2022
Byrt Financial Advisors, Llc Waycross GA 08/2022 09/2022
Avantax Investment Services Inc. Waycross GA 08/2022 11/2023
Avantax Advisory Services Waycross GA 08/2022 11/2023
Avantax Insurance Services Waycross GA 08/2022 11/2023
Pierce County Board Of Education Blackshear GA 08/2014 05/2022
Byrt Financial Advisors Llc Waycross GA 08/2022 11/2023
Kestra Investment Services, Llc Waycross GA 11/2023 Present
Kestra Private Wealth Services, Llc Waycross GA 11/2023 Present
  • 06/2022 → 08/2022
    Northwestern Mutual
    Atlanta, GA
  • 08/2022 → 09/2022
    Byrt Financial Advisors, Llc
    Waycross, GA
  • 08/2022 → 11/2023
    Avantax Investment Services Inc.
    Waycross, GA
  • 08/2022 → 11/2023
    Avantax Advisory Services
    Waycross, GA
  • 08/2022 → 11/2023
    Avantax Insurance Services
    Waycross, GA
  • 08/2014 → 05/2022
    Pierce County Board Of Education
    Blackshear, GA
  • 08/2022 → 11/2023
    Byrt Financial Advisors Llc
    Waycross, GA
  • 11/2023 → Present
    Kestra Investment Services, Llc
    Waycross, GA
  • 11/2023 → Present
    Waycross, GA
Previous Registrations
  • 2023-09-05 → 2023-11-16
    Avantax Advisory Services
    Waycross, GA
Other Businesses

Name: BYRT FINANCIAL ADVISORS, LLC POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/22/2022 ADDRESS: 102 Lee Ave, Waycross GA 31501 DESCRIPTION: Advising clients on investing, life insurance products, and retirement planning as it pertains to their financial planning goals. Name: INSPIRED WEALTH PLANNING POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/03/2025 ADDRESS: 102 Lee Ave, Waycross GA 31501, United States DESCRIPTION: Advising clients on investing, life insurance products, and retirement planning as it pertains to their financial planning goals. Name: EVORS 3 HOLDINGS LLC POSITION: Owner NATURE: Tax reporting entity INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/11/2026 ADDRESS: 5715 Meadow Wood Dr, Blackshear GA 31516, United States DESCRIPTION: Tax reporting entity

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-15
S65 Uniform Investment Adviser Law Examination 2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2023-09-15
  • S65 Uniform Investment Adviser Law Examination
    2023-09-01
Other Names
  • Jacob T Evors
  • Jacob Evors

View on SEC IAPD

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