Jason Colin
Patrick
Kestra Advisory Services, LLC
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About this Advisor
Jason Colin Patrick is a financial advisor operating in Newport Beach, California with a total of 7 years of industry experience. Patrick is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at Usi Of Southern California Insurance Services, Inc, Usi Securities, Inc, Usi Advisors, Inc, Financial Telesis Inc, Fiduciary Advisors, LLC, Nfp, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Patrick holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in California. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 people on staff. It handles $42 billion in assets under management across its 140,407 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 140,407 accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets. Kestra Advisory Services, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Jason Colin has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Fiduciary Advisors, LLC
Kestra Investment Services, LLC
Financial Telesis Inc
Nfp
Usi Advisors, Inc
Usi Securities, Inc
Usi Of Southern California Insurance Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Saint Augustine, FL
Austin, TX
Austin, TX
Grand Rapids, MI
Paramus, NJ
Austin, TX
Charlotte, NC
Cushing, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
