John Malcomb Massey

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

7050 Fain Park Dr. Ste 12, Montgomery, AL 36117

February 27, 2020 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

7050 Fain Park Dr. Ste 12, Montgomery, AL 36117

February 27, 2020 - Present

Past

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCPast·CRD# 149018

RIA

Montgomery, AL

September 11, 2019 - February 28, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694

BD

Montgomery, AL

June 21, 2013 - February 28, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.Past·CRD# 15708

BD

Montgomery, AL

August 15, 2007 - July 16, 2013

UVEST FINANCIAL SERVICES GROUP, INC.Past·CRD# 13787

BD

Montgomery, AL

June 20, 2003 - August 3, 2007

PARK AVENUE SECURITIES LLCPast·CRD# 46173

BD

New York, NY

May 3, 1999 - June 13, 2003

GUARDIAN INVESTOR SERVICES LLCPast·CRD# 6635

BD

New York, NY

July 11, 1985 - May 3, 1999

OSAIC FS, INC.Past·CRD# 3870

BD

September 28, 1984 - February 23, 1987

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Current Firm

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

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

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bus Name: Corporate Financial Services, LLC ,CFS Properties, LLC , CFS Advisors, LLC Investment Related: Yes Address: 7050 Fain Park Dr. Suite 12 Montgomery AL 36117 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: President Start Date: 2/27/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Selling Retirement Plan and meeting with companies to review annual reports Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin AL 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 2/27/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR Bus Name: MASSEY INVESTMENT GROUP, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes #OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2025 ADDRESS: 7050 Fain Park Dr., STE 12, Montgomery AL 36117, United States DESCRIPTION: Approving the purchase of property and providing personal capital for the purchases.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(2/27/2020)

IAR

Alabama
(2/27/2020)

RR

Florida
(2/27/2020)

RR

Georgia
(2/27/2020)

RR

Mississippi
(2/27/2020)

RR

Tennessee
(2/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.