Austen Jacks (CRD# 6456443) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 7 years of experience in the finance industry. Austen Jacks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Melbourne, FL | Jan 2022 - Current | 1 |
| Kestra Advisory Services, LLC | Melbourne, FL | Jan 2022 - Current | 1 |
| Proequities | Orlando, FL | Nov 2015 - Jan 2022 | 6 |
| Unemployed/travel | Newcastle, | Oct 2015 - Oct 2015 | < 1 |
| Ameriprise Financial | Orlando, FL | Feb 2015 - Sep 2015 | < 1 |
| Unemployed | Winter Park, FL | Dec 2014 - Jan 2015 | < 1 |
| University Of Stirling | Stirling, | Sep 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- FL
- TX
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Total Assets Under Management41,795MILLIONS
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Total Number of Accounts140,407ACCOUNTS
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Average Account Value$297,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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