MC
Mary Jane Callaghan
KESTRA ADVISORY SERVICES
Ramsey, NJ 07446
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CRD#: 1322750
MC
Professional summary
Mary Jane Callaghan, AIF®, who also goes by Mary Jane Callaghan, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Ramsey, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Ramsey, New Jersey.
Mary Jane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Mary Jane has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Jane Callaghan
Other business activities
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.
Name: MARY JANE CALLAGHAN POSITION: Notary NATURE: Notary INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2005 ADDRESS: 51 Ramapo River Trace, Oakland NJ 07436, United States DESCRIPTION: Notarize documents as a courtesy - no fee charged Name: MARY JANE CALLAGHAN POSITION: agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/15/2011 ADDRESS: 460 Hillside Avenue, Needham MA 02494, United States DESCRIPTION: Insurance advisor, educate and place fixed life insurance products Name: EVERGREEN FINANCIAL ASSOCIATES, LLC POSITION: member/partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/04/2004 ADDRESS: 300 C Lake Street, Ramsey NJ 07446, United States DESCRIPTION: marketing name, Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Mary Jane Callaghan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 5, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 300c Lake Street, Ramsey, NJ 07446RIA
CRD#: 283330
Ramsey, NJ
Current
September 5, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 300 C Lake Street, Ramsey, NJ 07446BD
CRD#: 42046
Ramsey, NJ
Past
November 1, 2004 - September 5, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
RAMSEY, NJ
Past
November 1, 2004 - September 5, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
RAMSEY, NJ
Past
November 20, 2002 - November 4, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 1, 1998 - November 4, 2004
OSAIC FA, INC.
RIA
CRD#: 3978
ROCHELLE PARK, NJ
Past
June 1, 1998 - November 4, 2004
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
May 10, 1995 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Ramsey, NJ 07446TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
