Jodi Patman

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Contact Information

Direct

(xxx) xxx-xxxx

Website

xxxxxxxxxx.xxx

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Disclosures on record.

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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Years of Experience

26 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

4001 Penbrook St Suite 3700, Odessa, TX 79762

January 6, 2026 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

4001 Penbrook St Suite 3700, Odessa, TX 79762

January 6, 2026 - Present

Past

EDWARD JONESPast·CRD# 250

RIA

Odessa, TX

February 9, 2017 - December 3, 2025

EDWARD JONESPast·CRD# 250

BD

Odessa, TX

February 8, 2017 - December 3, 2025

J.P. MORGAN SECURITIES LLCPast·CRD# 79

RIA

Odessa, TX

October 1, 2012 - February 16, 2017

J.P. MORGAN SECURITIES LLCPast·CRD# 79

BD

Odessa, TX

October 1, 2012 - February 16, 2017

CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574

RIA

Odessa, TX

February 26, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574

BD

Odessa, TX

June 25, 2008 - October 1, 2012

PRINCIPAL SECURITIES, INC.Past·CRD# 1137

BD

Des Moines, IA

August 6, 2000 - June 10, 2008

FBL MARKETING SERVICES, LLCPast·CRD# 5309

BD

West Des Moines, IA

January 26, 2000 - July 20, 2000

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name: PATMAN FAMILY TRUST REAL ESTATE POSITION: co owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2013 ADDRESS: 1005 w 15th St, Odessa TX 79763, United States DESCRIPTION: general day to day management of the properties Name: PATMAN RESELL POSITION: owner NATURE: resell of clothing and personal goods INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2024 ADDRESS: 1005 w 15th St, Odessa TX 79763, United States DESCRIPTION: purchasing and selling of used goods Name: PATMAN WEALTH ADVISORS LLC POSITION: president, founder, owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 01/06/2026 ADDRESS: 4001 Penbrook St, Suite 3700, Odessa TX 79762, United States DESCRIPTION: All day to day management of the business, including providing investment related advice and portfolio management to clients of the firm Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(1/6/2026)

RR

New Mexico
(1/6/2026)

RR

Texas
(1/6/2026)

IAR

Texas
(1/6/2026)

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.