Jennifer
Nelson

Kestra Advisory Services, LLC

CRD#3025852
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jennifer Nelson is a financial advisor working in Austin, Texas with a total of 3 years of industry experience. Nelson works at Kestra Advisory Services, LLC. The advisor has gained experience at Bb&T Securities, LLC, Metlife, Sagepoint Financial, Kestra Investment Services, LLC, Kestra Advisory Services, LLC and Pursuit Wealth Planning. Nelson maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Colorado. Kestra Advisory Services, LLC is an advisory company based in Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It administers $42 billion in total assets between its 140,407 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. Kestra Advisory Services, LLC performs a broad 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 for financial management usually vary depending on which services the firm provides the client. However, fees charged by Kestra Advisory Services, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Jennifer Nelson Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kestra Investment Services, LLC

2020 - Present (4 years)

Kestra Advisory Services, LLC

2020 - Present (4 years)

Pursuit Wealth Planning

2013 - 2013 (< 1 year)

Bb&T Securities, LLC

2013 - 2013 (< 1 year)

Metlife

2013 - 2020 (7 years)

Sagepoint Financial

*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 Jennifer Nelson 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

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

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started