Sam
Javanmard
Kestra Private Wealth Services, LLC
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About this Advisor
Sam Javanmard is a financial advisor based in Austin, Texas, working with Kestra Private Wealth Services, LLC. Sam has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Goodwill Home Health Services, Inc, Best Buy Co, Genesis Adult Day Health Care, California State University Of Northridge, Los Angeles Pierce College, Kestra Investment Services, Kestra Private Wealth Services, and Morgan Stanley. Sam has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sam is part of Kestra Private Wealth Services, LLC, which operates out of Austin, Texas. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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
Sam Javanmard Work History
Kestra Private Wealth Services
Kestra Investment Services
Goodwill Home Health Services, Inc
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Inc
Goodwill Home Health Services, Inc
Best Buy Co
Genesis Adult Day Health Care
California State University Of Northridge
Los Angeles Pierce College
Disclosures
Please visit the SEC profile of Sam Javanmard 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 Private Wealth Services, LLC
Castle Pines, CO
Austin, TX
Blackshear, GA
Boca Raton, FL
Burlington, MA
Huntersville, NC
Greenville, SC
Ogden, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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