JT
Jeffrey A. Turnipseed
KESTRA ADVISORY SERVICES
RIDGELAND, MS 39157
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CRD#: 3157166
JT
Professional summary
Jeffrey Alan Turnipseed, who also goes by Jeff Turnipseed, Jeffrey A Turnipseed, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Ridgeland, Mississippi and KESTRA INVESTMENT SERVICES, LLC located in Ridgeland, Mississippi.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Turnipseed | Jeffrey A Turnipseed
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: GOOD LIVING HOLDINGS LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 106 Hidden Oaks Trail, Ridgeland MS 39157 DESCRIPTION: Member. Pay bills etc. Business Name: TURNIPSEED FARMS LLC POSITION: Member NATURE: Farm INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 106 Hidden Oaks Trail, Ridgeland MS 39157 DESCRIPTION: Own and manage the property. Business Name: WEALTHPARTNERS LLP POSITION: Managing Director, CPA NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2014 ADDRESS: 220 Trace Colony Park Drive, Ridgeland MS 39110 DESCRIPTION: Advise clients regarding their investments Registered Rep Activities through Kestra Investment Services
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Turnipseed'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
May 9, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 251 Trace Colony Park Drive Suite C, Ridgeland, MS 39157RIA
CRD#: 283330
RIDGELAND, MS
Current
October 30, 2014 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 251 Trace Colony Park Drive Suite C, Ridgeland, MS 39157BD
CRD#: 42046
RIDGELAND, MS
Past
October 30, 2014 - May 9, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
December 13, 2010 - November 18, 2014
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
RIDGELAND, MS
Past
July 3, 2009 - November 18, 2014
SECURITIES AMERICA, INC.
BD
CRD#: 10205
RIDGELAND, MS
Past
January 14, 1999 - August 27, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
Alabama(10/30/2014)
RR
Arkansas(10/30/2014)
RR
Florida(1/22/2021)
RR
Georgia(1/19/2024)
RR
Louisiana(10/30/2014)
RR
Maryland(8/3/2022)
RR
Massachusetts(2/5/2025)
RR
Mississippi(10/30/2014)
IAR
Mississippi(5/9/2016)
RR
New Hampshire(3/29/2023)
RR
Ohio(7/26/2016)
RR
Texas(1/4/2022)
IAR
Texas(1/5/2022)
RR
Virginia(2/24/2023)
RR
Wisconsin(4/5/2024)
Exams
State Security Law 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
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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#: 283330Ridgeland, MS 39157TRUST BUT VERIFY
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