JC
John T. Cash
KESTRA ADVISORY SERVICES
ORLANDO, FL 32803
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CRD#: 2329942
JC
Professional summary
John Thornton Cash, CFP®, ChFC®, CLU®, who also goes by J Cash III, John Thornton Cash III, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Orlando, Florida and KESTRA INVESTMENT SERVICES, LLC located in Winter Park, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. John has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Cash Iii | John Thornton Cash Iii
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: Cash & Associates, P.A. Investment Related: Yes Address: 827 Irma Ave. Orlando FL 32803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: 1005 owner & president Start Date: 5/1/1990 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: produce new business & review with existing clientsBusiness Name: JCASH-3, In. Investment Related: Yes Address: 600 W. Harvard St. Orlando FL 32804 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner, president Start Date: 10/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: reg. rep wtih KestraBusiness Name: Vince Horton LIfe ins trust Investment Related: No Address: 827 Irma Ave Orlando FL 32803 Nature of Business: Other Other/None of the Above none Position, Title or Relationship: Other,trustee Start Date: 11/1/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: submit annual premiums to life ins co.Business Name: Hub International Investment Related: Yes Address: 1560 Orange Ave. suite 750 Winter Park FL 32789 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: SVP, Retirement Practice Leader HUB Florida Start Date: 9/4/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Solicit new 401k business & maintain existing client relationships
CRS (Client Relationship Summary) - RIA
Click below to view John Thornton Cash'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®
CFP®
Start date: 2000
Experience
Current
April 28, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2208 Hillcrest St, Orlando, FL 32803RIA
CRD#: 283330
ORLANDO, FL
Current
June 19, 2000 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1560 Orange Ave. Ste. 750, Winter Park, FL 32789BD
CRD#: 42046
Winter Park, FL
Past
June 19, 2000 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
January 4, 1994 - June 26, 2000
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
April 12, 1993 - January 20, 1994
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
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(9/17/2025)
RR
California(6/19/2000)
RR
Colorado(1/3/2023)
RR
Connecticut(9/28/2009)
RR
Florida(6/19/2000)
IAR
Florida(4/28/2016)
RR
Georgia(6/19/2000)
RR
Illinois(7/8/2011)
RR
Indiana(1/31/2025)
RR
Kentucky(9/14/2023)
RR
Louisiana(8/27/2019)
RR
Maryland(5/17/2017)
RR
Massachusetts(1/2/2014)
RR
Michigan(7/23/2019)
RR
Minnesota(4/12/2022)
RR
Mississippi(1/3/2023)
RR
Montana(10/31/2024)
RR
Nevada(6/19/2000)
RR
New Hampshire(1/3/2023)
RR
New Jersey(10/22/2021)
RR
New York(3/17/2017)
RR
North Carolina(6/19/2000)
RR
Ohio(1/2/2014)
RR
Pennsylvania(11/9/2021)
RR
Rhode Island(2/16/2024)
RR
South Carolina(11/7/2018)
RR
Tennessee(6/5/2007)
RR
Texas(3/22/2018)
IAR
Texas(11/1/2023)
RR
Utah(1/3/2023)
RR
Virginia(6/19/2000)
RR
Wisconsin(6/12/2006)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Orlando, FL 32803TRUST BUT VERIFY
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