Thomas
Jones

Kestra Advisory Services, LLC

CRD#4588052
Investment Advisor
in New Albany, IN

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About this Advisor

Thomas Jones is a financial advisor based in New Albany, Indiana with a total of 7 years of relevant experience. Jones currently works for Kestra Advisory Services, LLC. During their career, Jones has held roles at Assuredpartners, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, The Hartfield Company, Inc and Nfp Securities, Inc. Jones has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Indiana. Kestra Advisory Services, LLC is a financial advisory company based out of Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It manages $42 billion in assets among its 140,407 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in investable assets. Kestra Advisory Services, LLC performs a diverse 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 for financial management are based on which services are provided. Fee types billed by Kestra Advisory Services, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

3620 Blackiston Blvd Suite 100
New Albany, IN 47150

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

IN Average: 49
Total Number of Accounts

140,407

IN Average: 2,315
Average Account Size

$297,671

IN 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

Thomas Jones Work History

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

2017 - Present (7 years)

Assuredpartners

2016 - Present (8 years)

Kestra Advisory Services, LLC

2002 - Present (22 years)

Kestra Investment Services, LLC

2002 - 2017 (15 years)

The Hartfield Company, Inc

2002 - 2016 (14 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.

Disclosures

Please visit the SEC profile of Thomas Jones 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
Michael Friedlander
Willoughby, OH
Jacob Kogler
Saint Paul, MN
Holly Lovell
Cushing, TX
Jennifer Nelson
Austin, TX
Brendan Duggan
Phoenix, AZ
Michael Csedrik
Paramus, NJ
Eloisa Vela
Austin, TX

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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