Jeffrey
Doeden

Kestra Advisory Services, LLC

CRD#2845910
Investment Advisor
in Austin, TX
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About this Advisor

Jeffrey Doeden is a financial advisor based out of Austin, Texas, with 16 years of experience as a financial advisor. Doeden currently works for Kestra Advisory Services, LLC. During their career, Doeden has held roles at First Midwest Securities, Wfg Investments, Inc, Wfg Advisors, Lp and Kestra Financial, Inc. Doeden has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Austin, Texas. It has offices in 513 locations and a total of 1,231 employees. It controls $20 billion in total assets between its 75,277 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 84 charitable organizations. Of its 75,277 accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the services offered. However, fees charged by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

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

$20,417,813,140

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

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeffrey Doeden Work History

Jeffrey has 16 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2014 - 2017 (3 years)

Wfg Investments, Inc

2014 - 2017 (3 years)

Wfg Advisors, Lp

2002 - 2014 (12 years)

First Midwest Securities

Disclosures

Jeffrey Doeden has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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