EB
Elizabeth J. Blanchard
KESTRA ADVISORY SERVICES
Cranford, NJ 07016
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CRD#: 2474798
EB
Professional summary
Elizabeth Jane Blanchard, who also goes by Elizabeth Jane Michaelian, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Cranford, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Cranford, New Jersey.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Elizabeth has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Jane Michaelian
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: 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 services Business Name: FRONT PORCH FINANCIAL LLC POSITION: Owner, President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2023 ADDRESS: 2628 Deer Path, Scotch Plains NJ 07076, United States DESCRIPTION: Continue to serve as financial advisor, investment advisor for existing clients and prospects. Services include helping clients with various questions pertaining to their financial lives, opening accounts, beneficiary reviews, investment recommendations, processing account withdrawals.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Jane Blanchard'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
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 184 North Avenue East, Cranford, NJ 07016RIA
CRD#: 283330
Cranford, NJ
Current
December 1, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 184 North Avenue East 2nd Floor, Office 2, Cranford, NJ 07016BD
CRD#: 42046
Cranford, NJ
Past
December 1, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
METUCHEN, NJ
Past
June 6, 2002 - December 9, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
PISCATAWAY, NJ
Past
April 28, 1994 - December 5, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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
California(1/5/2017)
RR
Connecticut(6/21/2016)
RR
Delaware(5/4/2004)
RR
Florida(5/6/2015)
RR
Maine(9/9/2024)
RR
Massachusetts(12/4/2018)
RR
New Jersey(12/1/2003)
IAR
New Jersey(4/20/2016)
RR
New York(12/1/2003)
RR
North Carolina(12/1/2003)
RR
Oregon(11/4/2020)
RR
Pennsylvania(12/1/2003)
RR
South Carolina(12/13/2018)
RR
Virginia(12/1/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
