Jason Colin
Patrick
Kestra Advisory Services, LLC
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About this Advisor
Jason Colin Patrick is a financial advisor based in Newport Beach, California, working with Kestra Advisory Services, LLC. Jason has previously held positions at Financial Telesis Inc, Fiduciary Advisors, LLC, Nfp, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Jason is part of Kestra Advisory Services, LLC, which operates out of Newport Beach, California. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Colin Patrick Work History
Kestra Advisory Services, LLC
Fiduciary Advisors, LLC
Kestra Investment Services, LLC
Financial Telesis Inc
Nfp
Disclosures
Please visit the SEC profile of Jason Colin Patrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Mckinney, TX
Pittsburgh, PA
Austin, TX
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Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
