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JP

Jeremy C. Patin

KESTRA ADVISORY SERVICES
Crowley, LA 70526
Some features on this profile are disabled
CRD#: 4174962
JP

Professional summary

Jeremy Chad Patin, who also goes by Jeremy C Patin, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Crowley, Louisiana and KESTRA INVESTMENT SERVICES, LLC located in Crowley, Louisiana.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeremy has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy C Patin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Chad Patin'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

September 15, 2021 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 128 N Parkerson Ave, Crowley, LA 70526
RIA
CRD#: 283330
Crowley, LA
Current

September 15, 2021 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 128 N Parkerson Ave., Crowley, LA 70526
BD
CRD#: 42046
Crowley, LA
Past

April 23, 2014 - October 15, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
CROWLEY, LA
Past

April 23, 2014 - October 15, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
CROWLEY, LA
Past

February 28, 2014 - April 9, 2014

EDWARD JONES

RIA
CRD#: 250
ST. LOUIS, MO
Past

February 10, 2014 - April 9, 2014

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

July 31, 2009 - February 10, 2014

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

June 19, 2008 - May 22, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
CROWLEY, LA
Past

July 23, 2007 - May 23, 2008

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
LAFAYETTE, LA
Past

July 16, 2003 - September 15, 2006

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

September 13, 2001 - July 28, 2003

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

November 14, 2000 - July 27, 2001

NYLIFE SECURITIES LLC

BD
CRD#: 5167
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
California
(9/15/2021)
RR
Florida
(9/15/2021)
RR
Iowa
(1/22/2026)
RR
Louisiana
(9/15/2021)
IAR
Louisiana
(9/15/2021)
RR
Oklahoma
(9/15/2021)
RR
South Carolina
(9/15/2021)
RR
Tennessee
(5/24/2023)
RR
Texas
(9/15/2021)
IAR
Texas
(9/15/2021)
RR
Washington
(1/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/13/2000
Investment Company Products/Variable Contracts Representative Examination
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
Report
12/23/2024
Cover Page
Report
10/20/2023
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.

Company Information

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Crowley, LA 70526

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