JD
John K. Devries
KESTRA ADVISORY SERVICES
Miramar Beach, FL
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CRD#: 1323880
JD
Professional summary
John Kyle Devries is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Miramar Beach, Florida and KESTRA INVESTMENT SERVICES, LLC located in Miramar Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Cretive Edge Planning Investment Related: Yes Address: 5467 Micaela Dr. Agoura Hills CA 91301 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance Position, Title or Relationship: Owner Start Date: 9/8/1991 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: ConsultantBusiness Name: John Kyle deVries deVries Financial Investment Related: Yes Address: 5467 Micaela Dr. Agoura Hills CA 91301 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance Position, Title or Relationship: Owner Start Date: 9/8/1991 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Consultant and salesBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: East Hill Publishing Investment Related: No Address: 4006 Calle del Sol Thousand Oaks CA 91360 Nature of Business: Other Other/None of the Above None of above Position, Title or Relationship: Author Start Date: 10/1/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Author and marketing of book via website(s) and social media
CRS (Client Relationship Summary) - RIA
Click below to view John Kyle Devries'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®
NoneExperience
Current
January 26, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Miramar Beach, FL
Current
February 28, 2007 - Present
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Miramar Beach, FL
Past
April 21, 2016 - January 12, 2021
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
AUSTIN, TX
Past
February 28, 2007 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Thousand Oaks, CA
Past
December 15, 1997 - February 28, 2007
CINCINNATI ANALYSTS, INC.
RIA
CRD#: 5478
ENCINO, CA
Past
August 12, 1997 - February 28, 2007
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
ENCINO, CA
Past
February 7, 1990 - August 15, 1997
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
WELLESLEY HILLS, MA
Past
July 31, 1989 - February 15, 1990
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 31, 1989 - February 15, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
January 23, 1985 - August 11, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
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
Arizona(5/30/2007)
RR
California(2/28/2007)
RR
Florida(1/12/2021)
IAR
Florida(1/26/2021)
RR
Idaho(6/8/2015)
RR
Kansas(5/30/2024)
RR
Massachusetts(1/2/2019)
RR
Nevada(12/4/2015)
RR
New York(7/18/2007)
RR
North Carolina(2/28/2007)
RR
Virginia(7/18/2007)
RR
Washington(10/23/2007)
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
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.
