Julianne
Rose
Kestra Advisory Services, LLC
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About this Advisor
Julianne Rose is a financial advisor operating in Austin, Texas, with a total of 1 year of relevant experience. Rose works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Jean Robert Gym, Red Mountain Grill, Aspen Golf Club, Bernstein Private Wealth Management, Kestra Investment Services LLC and Kestra Advisory Services, LLC. Rose has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Kentucky. Kestra Advisory Services, LLC is a firm that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 people on staff. It handles $42 billion in total assets across its 140,407 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. The business performs 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 fee schedules largely depend on the type of financial services provided. Fees billed by Kestra Advisory Services, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$41,795,124,579
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,311
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
140,407
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$297,671
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
Julianne Rose Work History
Julianne has been registered as a financial advisor for 1 years.*
Kestra Advisory Services, LLC
Kestra Investment Services LLC
Red Mountain Grill
Aspen Golf Club
Bernstein Private Wealth Management
Jean Robert Gym
*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 Julianne Rose 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
Austin, TX
Austin, TX
Lutherville Timonium, MD
Canton, OH
Saint Augustine, FL
Austin, TX
Pittsburgh, PA
Saint Paul, MN
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.
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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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