Jeffrey R. Migneault

KESTRA ADVISORY SERVICES

Naples, FL

CRD#: 2978650

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Professional summary

Jeffrey Roland Migneault, AIF®, ChFC®, CLU®, who also goes by Jeff Migneault, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Naples, Florida and KESTRA INVESTMENT SERVICES, LLC located in Keene , New Hampshire.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Migneault

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Roland Migneault's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 22, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #2: 382 West Street Suite 205, Keene, NH 03431

RIA

CRD#: 283330

Naples, FL

Current

June 22, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 382 West St Ste 205, Keene , NH 03431

CRD#: 42046

Keene , NH

Past

August 4, 2025 - June 23, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Keene, NH

Past

August 4, 2025 - June 23, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Naples, FL

Past

July 11, 2018 - October 14, 2024

MIGNEAULT WEALTH MANAGEMENT, LLC

RIA

CRD#: 292720

KEENE, NH

Past

August 9, 2011 - August 4, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

KEENE, NH

Past

August 9, 2011 - August 4, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

KEENE, NH

Past

January 5, 2004 - August 8, 2011

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

KEENE, NH

Past

January 5, 2004 - August 8, 2011

OSAIC INSTITUTIONS, INC.

CRD#: 35371

KEENE, NH

Past

October 13, 2003 - January 2, 2004

CHITTENDEN SECURITIES, LLC.

RIA

CRD#: 45190

PETERBOROUGH, NH

Past

October 13, 2003 - January 2, 2004

CHITTENDEN SECURITIES, LLC.

CRD#: 45190

BURLINGTON, VT

Past

June 27, 2001 - October 10, 2003

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

PETERBOROUGH, NH

Past

February 28, 2000 - October 10, 2003

OSAIC INSTITUTIONS, INC.

CRD#: 35371

MERIDEN, CT

Past

October 22, 1998 - February 9, 2000

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

January 12, 1998 - September 23, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

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.

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

Connecticut
(6/22/2026)

Florida
(6/22/2026)

IAR

Florida
(6/24/2026)

Illinois
(6/22/2026)

Kansas
(6/22/2026)

Massachusetts
(6/23/2026)

New Hampshire
(6/22/2026)

IAR

New Hampshire
(6/22/2026)

North Carolina
(6/26/2026)

Pennsylvania
(6/22/2026)

South Carolina
(6/22/2026)

Vermont
(6/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

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
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey R. Migneault

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Roland Migneault's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MIGNEAULT WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

CHITTENDEN SECURITIES, LLC.

CHITTENDEN SECURITIES, LLC.

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

CITIZENS SECURITIES, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/1998

Series 63

Date: 1/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 1/9/1998

Series 24

Date: 5/10/1999

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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