JA
Jeffrey P. Artherholt
KESTRA ADVISORY SERVICES
Tinton Falls, NJ 07753
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CRD#: 2958522
JA
Professional summary
Jeffrey Paul Artherholt, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Tinton Falls, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Tinton Falls, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 55, Series 7 and Series 4 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: KESTRA ADVISORY SERVICES, LLC POSITION: IAR of KAS NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/30/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR of KAS Business Name: OBSIDIAN WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Financial planning and portfolio management for clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Artherholt'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: 2006
Experience
Current
October 29, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 4000 Route 66 Ste 20, Tinton Falls, NJ 07753RIA
CRD#: 283330
Tinton Falls, NJ
Current
October 29, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4000 Route 66 Suite 123b, Tinton Falls, NJ 07753BD
CRD#: 42046
Tinton Falls, NJ
Past
January 19, 2024 - November 4, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
TINTON FALLS, NJ
Past
January 19, 2024 - November 4, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
TINTON FALLS, NJ
Past
July 19, 2018 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
TINTON FALLS, NJ
Past
July 18, 2018 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
TINTON FALLS, NJ
Past
November 4, 2003 - August 8, 2018
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
WALL, NJ
Past
September 17, 2003 - August 8, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
WALL, NJ
Past
November 4, 1997 - December 16, 2002
HILL THOMPSON MAGID & CO., INC.
BD
CRD#: 2202
JERSEY CITY, NJ
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(10/17/2025)
RR
California(10/29/2024)
RR
Colorado(10/29/2024)
RR
Connecticut(10/29/2024)
RR
Delaware(10/29/2024)
RR
District of Columbia(10/29/2024)
RR
Florida(10/29/2024)
RR
Georgia(10/29/2024)
RR
Illinois(10/29/2024)
RR
Maine(10/29/2024)
RR
Maryland(10/29/2024)
RR
Massachusetts(10/29/2024)
RR
Missouri(10/29/2024)
RR
New Jersey(10/29/2024)
IAR
New Jersey(10/29/2024)
RR
New York(10/29/2024)
RR
North Carolina(11/6/2024)
RR
Ohio(10/29/2024)
RR
Pennsylvania(10/29/2024)
RR
Rhode Island(6/23/2025)
RR
South Carolina(10/29/2024)
RR
Tennessee(10/29/2024)
RR
Texas(7/15/2025)
IAR
Texas(7/15/2025)
RR
Vermont(10/29/2024)
RR
Virginia(10/29/2024)
RR
Washington(10/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/8/1998
Limited Representative-Equity Trader ExamGeneral 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
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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#: 283330Tinton Falls, NJ 07753TRUST BUT VERIFY
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