Jeffrey M. Boudjouk

KESTRA PRIVATE WEALTH SERVICES

Cranston, RI 02920

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CRD#: 3068820

Professional summary

Jeffrey Michael Boudjouk, who also goes by Jeffrey M Boudjouk, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Cranston, Rhode Island and KESTRA INVESTMENT SERVICES, LLC located in Cranston, Rhode Island.

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 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey M Boudjouk

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: Northeast Investment Group Investment Related: Yes Address: 1000 Chapel View Blvd., Suite #200 Cranston RI 02920 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Partner Start Date: 5/23/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial advice and planning Business Name: St. Basil's Melkite Catholic Church Investment Related: No Address: 15 Skyview Drive Lincoln RI 02865 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: parish council secretary Start Date: 1/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend quarterly meetings, assist in decision making Business Name: Notary Public Investment Related: No Address: NA NA OT - OtherNA 00000 Nature of Business: Other Other/None of the Above Notarize documents Position, Title or Relationship: Notary Public 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: Notarize documents Business Name: Northeast Investment Group LLC Investment Related: Yes Address: 1000 Chapel View Blvd., Suite 200 Cranston RI 02920 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Member Start Date: 5/29/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Service and advise clients Business Name: JMB 052318 LLC Investment Related: No Address: 11 Victoria Drive Smithfield RI 02917 Nature of Business: Other Other/None of the Above No activities, essential just income passing through Position, Title or Relationship: member Start Date: 5/25/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: transfer income into and out of as necessary Business Name: Northeast Investment Group Investment Related: Yes Address: 1000 Chapel View Blvd., Suite 200 Cranston RI 02920 Nature of Business: Consulting Position, Title or Relationship: I will hold the CDFA designation Start Date: 3/25/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meet with individuals and their attorneys/advisors, review financial assets and help determine a financially equitable outcome Business Name: Paul G. Farley III Memorial Fund Investment Related: No Address: 11 Victoria Dr Smithfield RI 02917 Nature of Business: Other Bank or Credit Union Position, Title or Relationship: Chairperson/Leader Start Date: 6/7/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I would need to open a checking account at a local bank as well as assist in organizing fundraising activities. Account would be used to receive deposits then pay bills and distribute proceeds to charities. Non-investment related. Business Name: HORIZON INVESTMENTS ADVISOR BOARD POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/12/2023 ADDRESS: 6210 Ardrey Kel Road, Suite 300, Charlotte NC 28277 DESCRIPTION: I am to provide candid feedback on upcomin initiatives that Horizon is rolling out to firms that it serves.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Boudjouk'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®

None

Experience

Current

June 4, 2018 - Present

KESTRA PRIVATE WEALTH SERVICES, LLC

Office #1: 1000 Chapel View Blvd. Ste 200, Cranston, RI 02920

RIA

CRD#: 155193

Cranston, RI

Current

May 23, 2018 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 1000 Chapel View Blvd. Ste 200, Cranston, RI 02920

CRD#: 42046

Cranston, RI

Past

August 3, 2007 - December 22, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PROVIDENCE, RI

Past

August 3, 2007 - December 22, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PROVIDENCE, RI

Past

April 2, 2007 - August 6, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PROVIDENCE, RI

Past

April 2, 2007 - August 6, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

PROVIDENCE, RI

Past

August 11, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PROVIDENCE, RI

Past

July 10, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PROVIDENCE, RI

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 PRIVATE WEALTH SERVICES, LLC

CRD#: 155193 / SEC#: 801-71936

RIA

Registered Investment Advisory firm - (11/22/2010 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

Arizona
(6/14/2018)

California
(5/24/2018)

Colorado
(4/27/2022)

Connecticut
(6/4/2018)

District of Columbia
(2/3/2025)

Florida
(9/30/2019)

Georgia
(5/24/2018)

Hawaii
(6/21/2018)

Illinois
(5/7/2024)

Maine
(6/21/2018)

Maryland
(5/30/2018)

Massachusetts
(9/30/2019)

Michigan
(9/20/2019)

New Hampshire
(6/5/2018)

New Jersey
(6/25/2018)

New York
(6/7/2018)

North Carolina
(9/4/2019)

Ohio
(6/4/2018)

Pennsylvania
(6/4/2018)

Rhode Island
(6/4/2018)

IAR

Rhode Island
(6/4/2018)

South Carolina
(6/5/2018)

South Dakota
(9/17/2019)

Vermont
(10/12/2023)

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: 8/14/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/7/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/9/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/9/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/19/2003

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD#: 155193 / SEC#: 801-71936

RIA

Registered Investment Advisory firm - (11/22/2010 Approved)

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Contact information

Main Address

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

198

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA PRIVATE WEALTH SERVICES, LLC ADVISORENTERPRISE WRAP FEE BROCHURE (10/21/2025)

KPWS - BROCHURE (10/21/2025)

Regulatory assets under management

Total Number of Accounts	27,816
AUM (Assets Under Management)	$ 10,210,576,595

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	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 M. Boudjouk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Boudjouk's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

KESTRA PRIVATE WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/1998

Series 63

Date: 7/31/1998

SIE

Date: 10/1/2018

Series 31

Date: 8/7/1998

Series 7

Date: 7/9/1998

Series 10

Date: 1/9/2004

Series 9

Date: 12/19/2003

Series 24

Date: 12/1/2003

FINRA

Current Firm

KESTRA PRIVATE WEALTH 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 PRIVATE WEALTH SERVICES, LLC

TRUST BUT VERIFY

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