James
Wilder

Kestra Advisory Services, LLC

CRD#6293592
Investment Advisor
in Austin, TX

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About this Advisor

James Wilder is a financial advisor based out of Austin, Texas, with 2 years of relevant experience. Wilder currently works for Kestra Advisory Services, LLC. Over the course of their career, Wilder has held roles at National Grid, Champs Sports, School Of Management, Ub, University At Buffalo, Axa Advisors, Equitable Advisors, LLC, Geneos Wealth Management, Cornerstone Capital Wealth, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Wilder maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 financial advisors. It handles $42 billion in total assets across its 140,407 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The business offers a wide set 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. Fees charged by financial advisors usually depend on which services are provided. However, fees charged by Kestra Advisory Services, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX 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

James Wilder Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kestra Investment Services, LLC

2021 - Present (3 years)

Kestra Advisory Services, LLC

2020 - 2021 (1 year)

Geneos Wealth Management

2020 - 2021 (1 year)

Cornerstone Capital Wealth

2014 - 2020 (6 years)

Axa Advisors

2014 - 2020 (6 years)

Equitable Advisors, LLC

2012 - 2013 (1 year)

National Grid

2012 - 2013 (1 year)

School Of Management, Ub

2010 - 2013 (3 years)

Champs Sports

2009 - 2013 (4 years)

University At Buffalo

*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 James Wilder 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

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

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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