Jarrod
Winkcompleck

Kestra Advisory Services, LLC

CRD#3127068
Investment Advisor
in Austin, TX
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About this Advisor

Jarrod Winkcompleck is a certified financial planner and chartered financial consultant located in Austin, Texas. Currently a registered financial advisor with Kestra Advisory Services, LLC, Winkcompleck has 10 years of work experience. Winkcompleck has Series 63 and Series 66 licenses, qualifying them as a securities agent. Winkcompleck is registered to work with investors based out of Texas. The advisor has gained experience at Van Den Berg Management I, Inc, Dba Century Management, Kestra Financial, Inc, Durbin Bennett Private Wealth Management and Higginbotham. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 additional offices throughout the nation. Overall, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 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

Disclosures

No

Office Location

121 S. Mopac Expy Suite 160
Austin, TX 78746

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX 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

Jarrod Winkcompleck Work History

Jarrod has 10 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2017 - Present (2 years)

Higginbotham

2015 - 2016 (1 years)

Durbin Bennett Private Wealth Management

2008 - 2015 (7 years)

Van Den Berg Management I, Inc, Dba Century Management

Disclosures

Jarrod Winkcompleck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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