Jeffrey Scott Southern

Current Employers

Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-08-18

CO RA
APPROVED

Since 2025-08-18

Branch Locations

1490 S. Pearl, Denver, CO 80210 • 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

Organization	City	State	From	To
Charles Schwab	Lone Tree	CO	08/2018	06/2023
Colorado State Universtiy	Fort Collins	CO	05/2014	08/2018
Kestra Investment Services, Llc	Denver	CO	07/2023	Present

08/2018 → 06/2023

Charles Schwab

Lone Tree, CO
05/2014 → 08/2018

Colorado State Universtiy

Fort Collins, CO
07/2023 → Present

Kestra Investment Services, Llc

Denver, CO

Other Businesses

Name: MONEY PENNY MANAGEMENT DBA SINDRICH & ASSOCIATES POSITION: None NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/05/2022 ADDRESS: 1490 S. Pearl St, Denver CO 80210, DESCRIPTION: None Name: GRAYSON CAPITAL LIMITED LIABILITY COMPANY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 2231 S. Cherry st, denver CO 80222, United States DESCRIPTION: Help landlords rent out properties, collect rent, routine Maintenance

Current Employers

Kestra Advisory Services, Llc

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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