Kestra Advisory Services, LLC

Investment Advisor
in Longwood, FL

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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


Years Registered*

7 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

407 Wekiva Springs Road, Ste# 247
Longwood, FL 32779

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


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


FL Average: 49
Total Number of Accounts


FL Average: 2,315
Average Account Size


FL 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

Jeremy Udell Work History

Jeremy has been registered as a financial advisor for 7 years.*

2016 - Present (7 years)

Kestra Advisory Services, LLC

2003 - Present (20 years)

Kestra Investment Services, LLC

2001 - Present (22 years)

Udell Associates

2003 - 2016 (13 years)

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

Clinton Miller
Canton, OH
Jessica Thompson
Lincoln, NE
Adam Murray
Lutherville Timonium, MD
Charles Campbell
Charlotte, NC
Michael Csedrik
Paramus, NJ
Nicole Simon
Austin, TX
Holly Lovell
Cushing, TX
Jacob Rinvelt
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

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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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