Jeffrey L. Custer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Lynn Custer, who also goes by Jeff Custer, Jeffrey Custer, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1999. Jeffrey had worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 12, 2024 - February 5, 2026
KESTRA ADVISORY SERVICES, LLC
August 12, 2024 - February 5, 2026
KESTRA INVESTMENT SERVICES, LLC
April 19, 2016 - June 5, 2024
KESTRA ADVISORY SERVICES, LLC
December 3, 2010 - June 5, 2024
KESTRA INVESTMENT SERVICES, LLC
November 17, 2010 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
February 21, 2006 - December 11, 2009
HILLTOP SECURITIES INC.
February 21, 2006 - December 11, 2009
HILLTOP SECURITIES INC.
July 6, 2005 - March 1, 2006
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - March 1, 2006
CHASE INVESTMENT SERVICES CORP.
March 11, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
October 18, 2004 - July 6, 2005
BANC ONE SECURITIES CORPORATION
July 27, 2000 - October 20, 2004
FIDELITY BROKERAGE SERVICES LLC
March 2, 1999 - July 17, 2000
EDWARD JONES
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 8/12/2024
Municipal Securities Representative ExaminationCurrent Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
