Kestra Advisory Services, LLC
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About this Advisor
Jeremy Udell is a certified financial planner based in Longwood, Florida who has 7 years of relevant experience. Udell currently works for Kestra Advisory Services, LLC. Their career trajectory has included roles at Udell Associates, Nfp Securities Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Udell holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Florida. Kestra Advisory Services, LLC is a firm operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 people on staff. It manages $42 billion in assets under management across its 140,407 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. The firm has a number 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. Financial advisory fees largely depend on which service is offered. Fee types charged by Kestra Advisory Services, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Kestra Advisory Services, LLC Brokerage Details
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
Jeremy Udell Work History
Jeremy has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Securities 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.
Please visit the SEC profile of Jeremy Udell 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
Lutherville Timonium, MD
Grand Rapids, MI
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 email@example.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.