Jacob
Evors

Kestra Private Wealth Services, LLC

CRD#7569974
Investment Advisor
in Blackshear, GA

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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

Series 65, Series 63

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

102 Lee Ave
Blackshear, GA 31516

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$7,299,740,131

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

158

GA Average: 49
Total Number of Accounts

21,652

GA Average: 2,315
Average Account Size

$337,139

GA 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

Jacob Evors Work History

2023 - Present (1 year)

Kestra Investment Services, LLC

2023 - Present (1 year)

Kestra Private Wealth Services, LLC

2022 - 2022 (< 1 year)

Northwestern Mutual

2022 - 2022 (< 1 year)

Byrt Financial Advisors, LLC

2022 - 2023 (1 year)

Avantax Investment Services Inc

2022 - 2023 (1 year)

Avantax Advisory Services

2022 - 2023 (1 year)

Avantax Insurance Services

2022 - 2023 (1 year)

Byrt Financial Advisors LLC

2014 - 2022 (8 years)

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

Benjamin Mcdonald
Huntersville, NC
Morris Symson
Austin, TX
Jose Vidueira
Austin, TX
David Mizrahi
Austin, TX
Andrew Wilkins
Boca Raton, FL
Jack Kerstiens
Castle Pines, CO
Robert Searle
Burlington, MA
May Reid
Greenville, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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