Sam
Javanmard

Kestra Private Wealth Services, LLC

CRD#6851821
Investment Advisor
in Austin, TX

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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

Series 66

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 Bldg. 2 Ste 400
Austin, TX 78735

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$7,299,740,131

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

158

TX Average: 49
Total Number of Accounts

21,652

TX Average: 2,315
Average Account Size

$337,139

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

Sam Javanmard Work History

2020 - Present (4 years)

Kestra Private Wealth Services

2018 - Present (6 years)

Kestra Investment Services

2018 - 2018 (< 1 year)

Goodwill Home Health Services, Inc

2018 - 2018 (< 1 year)

Morgan Stanley

2017 - 2017 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Goodwill Home Health Services, Inc

2015 - 2016 (1 year)

Best Buy Co

2015 - 2015 (< 1 year)

Genesis Adult Day Health Care

2015 - 2017 (2 years)

California State University Of Northridge

2012 - 2015 (3 years)

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

Bryce Decker
Ogden, UT
Jacob Evors
Blackshear, GA
Jose Vidueira
Austin, TX
May Reid
Greenville, SC
Morris Symson
Austin, TX
Jack Kerstiens
Castle Pines, CO
Benjamin Mcdonald
Huntersville, NC
David Mizrahi
Austin, TX

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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