Jacob
Evors
Kestra Private Wealth Services, LLC
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About this Advisor
Jacob Evors is a financial advisor based in Blackshear, Georgia, working with Kestra Private Wealth Services, LLC. Jacob has previously held positions at Northwestern Mutual, Byrt Financial Advisors, LLC, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Services, Pierce County Board Of Education, Byrt Financial Advisors LLC, Kestra Investment Services, LLC, and Kestra Private Wealth Services, LLC. Jacob has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Jacob is part of Kestra Private Wealth Services, LLC, which operates out of Blackshear, Georgia. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 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 Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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
Jacob Evors Work History
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Northwestern Mutual
Byrt Financial Advisors, LLC
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Services
Byrt Financial Advisors LLC
Pierce County Board Of Education
Disclosures
Please visit the SEC profile of Jacob Evors 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 Private Wealth Services, LLC
Blackshear, GA
Huntersville, NC
Castle Pines, CO
Greenville, SC
Burlington, MA
Austin, TX
Boca Raton, FL
Austin, TX
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