Jennifer
Pena

Kestra Advisory Services, LLC

CRD#6540869
Investment Advisor
in Austin, TX

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About this Advisor

Jennifer Pena is a certified financial planner operating in Austin, Texas who has 3 years of industry experience. Pena is on the advisory team at Kestra Advisory Services, LLC. Throughout their career, they have worked at Balfour Senior Living, Homemaking, Sagepoint Financial, Inc, Kestra Financial, Inc, Pursuit Wealth Planning, Salud Family Health Centers and Comprehensive Financial Services. Pena has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Kestra Advisory Services, LLC is a registered investment business based out of Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in assets under management between its 140,407 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC provides a broad assortment of services, including 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 the financial services offered. Fees charged by Kestra Advisory Services, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

TX Average: $3,042,739,679
Total Number of Employees

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX Average: $1,314,358

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

Jennifer Pena Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kestra Financial, Inc

2020 - Present (4 years)

Pursuit Wealth Planning

2015 - Present (9 years)

Comprehensive Financial Services

2015 - 2015 (< 1 year)

Homemaking

2015 - 2020 (5 years)

Sagepoint Financial, Inc

2014 - 2015 (1 year)

Salud Family Health Centers

2008 - 2014 (6 years)

Balfour Senior Living

*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 Jennifer Pena 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

Clinton Miller
Canton, OH
Jennifer Nelson
Austin, TX
Brandon Kee
Austin, TX
Stanton Wheeler
Saint Augustine, FL
Holly Lovell
Cushing, TX
Marissa Griebel
Austin, TX
Charles Campbell
Charlotte, NC
Michael Csedrik
Paramus, NJ

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.

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