Kestra Advisory Services, LLC

Investment Advisor
in Pittsburgh, PA

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About this Advisor

Lawrence Jacobson is a financial advisor working in Pittsburgh, Pennsylvania, who has been in the financial industry for 29 years. Jacobson works at Kestra Advisory Services, LLC. The advisor has gained experience at Jacobson Associates, Partners Securities, Inc and Kestra Financial Services, Inc. Jacobson maintains a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Pennsylvania. Kestra Advisory Services, LLC is an advisory company based out of Pittsburgh, Pennsylvania. The firm has offices in 544 locations and a total of 1,307 advisors. It oversees $45 billion in total assets across its 127,790 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 98 charities and foundations. Of its 127,790 accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business 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. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

29 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

5020 Centre Avenue
Pittsburgh, PA 15213

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


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


PA Average: 49
Total Number of Accounts


PA Average: 2,315
Average Account Size


PA Average: $1,314,358

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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

Lawrence Jacobson Work History

Lawrence has 29 years of experience.

2016 - Present (7 years)

Kestra Financial Services, Inc

1993 - Present (30 years)

Jacobson Associates

1998 - 2016 (18 years)

Partners Securities, Inc


Lawrence Jacobson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kestra Advisory Services, LLC

Timothy Caldwell
Greensburg, PA
Bryan Campbell
Kalamazoo, MI
Matthew Goldstein
Austin, TX
Rebecca Hartnett
Lutherville Timonium, MD
Robert Decker
Austin, TX
Kimberly Durbin
Hayden, ID
Kevin Hostert
Austin, TX
William Snyder
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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