Jefferson D. Cheshier
Professional summary
Jefferson Daniel Cheshier is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in Austin, Texas.
Jefferson is registered as a RR (Registered Representative) and started their career in finance in 1999. Jefferson has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jefferson Daniel Cheshier's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1250 Capital Of Texas Hwy S. #2-125, Austin, TX 78735March 1, 2010 - November 21, 2023
KESTRA INVESTMENT SERVICES, LLC
August 29, 2007 - November 19, 2009
KESTRA INVESTMENT SERVICES, LLC
March 24, 1999 - December 2, 2005
INVESCO DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/18/2024)
Exams
FINRA
Current Firm
KESTRA INVESTMENT SERVICES, LLC
CRD#: 42046 / SEC#: , 8-49672
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KESTRA FINANCIAL, INC | SOLE MEMBER | |
| AMORE, JOHN VINCENT | PRESIDENT | 5430932 |
| CHESTER, KRISTEN LAWLESS | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT | 6896952 |
| KANT, VINAY | CHIEF DIGITAL TECHNOLOGY OFFICER | 7976827 |
| PEDLOW, MICHAEL ROSS | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT | 4871563 |
| POER, JAMES LYNN | CHIEF EXECUTIVE OFFICER | 1983357 |
| SCHOENBECK, MARK PAUL | EXECUTIVE VICE PRESIDENT | 2625829 |
| YIN, YIN | CONTROLLER | 3219513 |
| ZEGERS, SCOTT MATTHEW | CHIEF FINANCIAL OFFICER | 4831659 |
Disclosures
| Regulatory Event | 14 |
| Arbitration | 2 |
Red Flags
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