John
Zufall

Kestra Advisory Services, LLC

CRD#1540619
Investment Advisor
in Austin, TX
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About this Advisor

John Zufall is a financial advisor based out of Austin, Texas, who has been in the advisory business for 11 years. Zufall currently works for Kestra Advisory Services, LLC. Throughout their career, Zufall has worked at Capital Advisor Group Inc, National Planning Corporation and Kestra Financial, Inc. Zufall maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Missouri. Kestra Advisory Services, LLC is a registered investment firm based out of Austin, Texas. The firm has offices in 513 locations and a total of 1,231 financial advisors. It has $20 billion in total assets among its 75,277 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 84 charities and foundations. Of its 75,277 accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets. Kestra Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually are based on the services. Fee types charged by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

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

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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

John Zufall Work History

John has 11 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2007 - Present (12 years)

Capital Advisor Group Inc

2007 - 2017 (10 years)

National Planning Corporation

Disclosures

John Zufall has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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