Jason
Hoover
Kestra Advisory Services, LLC
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About this Advisor
Jason Hoover is a certified financial planner operating out of Wichita, Kansas, with 5 years of relevant experience. Hoover is an employee of Kestra Advisory Services, LLC. Over the course of their career, Hoover has held roles at Carey, Thomas, Hoover & Breault, Inc, Kansas State University, Realty Capital Securities, LLC, Koch Industries, George K. Baum & Company, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Hoover has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Kestra Advisory Services, LLC is an advisory firm that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 financial advisors. It handles $42 billion in total assets between its 140,407 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 customer accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. Kestra Advisory Services, LLC 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 fee schedules typically vary depending on which service is offered. Fees billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Jason Hoover Work History
Jason has been registered as a financial advisor for 5 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
George K. Baum & Company
Koch Industries
Carey, Thomas, Hoover & Breault, Inc
Realty Capital Securities, LLC
Kansas State University
*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 Jason Hoover 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
Austin, TX
Austin, TX
Pittsburgh, PA
Lutherville Timonium, MD
Austin, TX
Austin, TX
Cushing, TX
Saint Augustine, FL
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.
