Jayavardhan
Kota

Kestra Advisory Services, LLC

CRD#5203547
Investment Advisor
in Fairfield, NJ

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About this Advisor

Jayavardhan Kota is a chartered financial analyst based out of Fairfield, New Jersey with 7 years of industry experience. Kota currently works for Kestra Advisory Services, LLC. During their career, the advisor has held roles at Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Kota holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in New Jersey. Kestra Advisory Services, LLC is an advisory business based out of Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in total assets between its 140,407 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 140,407 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company provides a diverse array 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 charged by financial advisors typically vary depending on which services are offered. However, fee types charged by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

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

375 Passaic Ave
Fairfield, NJ 07004

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

NJ Average: 49
Total Number of Accounts

140,407

NJ Average: 2,315
Average Account Size

$297,671

NJ 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

Jayavardhan Kota Work History

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

2016 - Present (8 years)

Kestra Advisory Services, LLC

2013 - Present (11 years)

Kestra Investment Services, LLC

2013 - 2016 (3 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 Jayavardhan Kota 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

Stanton Wheeler
Saint Augustine, FL
Garrett Frey
Pittsburgh, PA
Brandon Kee
Austin, TX
Jacob Rinvelt
Grand Rapids, MI
Charles Campbell
Charlotte, NC
Eloisa Vela
Austin, TX
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ

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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