JS
James P. Studinger
KESTRA ADVISORY SERVICES
Bloomfield Hills, MI 48302
Some features on this profile are disabled
CRD#: 2725496
JS
Professional summary
James Paul Studinger, ChFC® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bloomfield Hills, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Bloomfield Hills, Michigan.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. James has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 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.
Bus Name: Michigan Jumpstart Investment Related: No Address: na na na MI 48304 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Chair Start Date: 4/1/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: to oversee meetings and help establish goals for the organization Bus Name: EOG, LLC Investment Related: No Address: 100 W. Long Lake Suite 120 Bloomfield Hills MI 48304 Nature of Business: Other Other/None of the Above maintain website Position, Title or Relationship: Owner Start Date: 1/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: to maintain the website Bus Name: Wealth Is a Choice Investment Related: No Address: 100 W. Long Lake Suite 120 Bloomfield Hills MI 48304 Nature of Business: Other Other/None of the Above event speaker on topic of book 'wealth is a choice' Position, Title or Relationship: independent contractor Start Date: 8/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: speaker Buss Name: JPStudinger Group, LLC Investment Related: Yes Address: 100 W. Long Lake, Suite 120 Bloomfield Hills MI 48304 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: owner Start Date: 10/31/2001 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: I give the advice to clientsBusiness 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 Bus Name: LIONS CLUB MANISTIQUE MI POSITION: member NATURE: supports community involvement, charity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 190 N Cedar St, Manistique MI 49854, United States DESCRIPTION: Simply to help during activities or events when available. Bus Name: JPSTUDINGER WEALTH ADVISORS POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2025 ADDRESS: 800 W. Long Lake Rd, Suite 160, Bloomfield MI 48302, United States DESCRIPTION: Provide investment advice and solutions for clients.
CRS (Client Relationship Summary) - RIA
Click below to view James Paul Studinger'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
May 10, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 800 W Long Lake Rd Ste 160, Bloomfield Hills, MI 48302RIA
CRD#: 283330
Bloomfield Hills, MI
Current
August 19, 2002 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 800 W Long Lake Rd Ste 160, Bloomfield Hills, MI 48302BD
CRD#: 42046
Bloomfield Hills, MI
Past
June 16, 2010 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
November 2, 2001 - September 3, 2002
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
June 23, 1999 - November 2, 2001
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
SOUTHFIELD, MI
Past
December 15, 1997 - June 25, 1999
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
October 29, 1997 - December 17, 1997
GOLDK INVESTMENT SERVICES, INC
BD
CRD#: 15514
BOSTON, MA
Past
July 3, 1996 - October 24, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 3, 1996 - October 24, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(7/14/2017)
RR
Colorado(5/11/2011)
RR
Florida(12/16/2010)
RR
Georgia(5/24/2013)
RR
Illinois(1/6/2023)
RR
Indiana(10/8/2025)
RR
Kansas(12/16/2010)
RR
Maine(12/16/2010)
RR
Massachusetts(12/16/2010)
RR
Michigan(12/16/2010)
IAR
Michigan(5/10/2016)
RR
New Hampshire(11/7/2014)
RR
North Carolina(8/10/2020)
RR
South Carolina(1/6/2023)
RR
Texas(12/16/2010)
IAR
Texas(6/6/2017)
RR
Washington(12/16/2010)
RR
Wisconsin(12/16/2010)
Exams
State Security Law 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.
