Jeremy C. Patin

KESTRA ADVISORY SERVICES

Crowley, LA 70526

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CRD#: 4174962

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.

1. FIRST INVESTMENT SERVICES, LLC POSITION: Owner/Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/15/2021 ADDRESS: 128 N Parkerson Ave, Crowley LA 70526, United States DESCRIPTION: Prospecting and sales related activities. Managerial duties. 2. KESTRA ADVISORY SERVICES, LLC POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2021 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Offer advise on investment and portfolio management

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

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

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

CRD#: 250

ST. LOUIS, MO

Past

July 31, 2009 - February 10, 2014

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

June 19, 2008 - May 22, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

CROWLEY, LA

Past

July 23, 2007 - May 23, 2008

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

LAFAYETTE, LA

Past

July 16, 2003 - September 15, 2006

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

September 13, 2001 - July 28, 2003

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

November 14, 2000 - July 27, 2001

NYLIFE SECURITIES LLC

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".

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.

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

California
(9/15/2021)

Florida
(9/15/2021)

Louisiana
(9/15/2021)

IAR

Louisiana
(9/15/2021)

Oklahoma
(9/15/2021)

South Carolina
(9/15/2021)

Tennessee
(5/24/2023)

Texas
(9/15/2021)

IAR

Texas
(9/15/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

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	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	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.

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Advisor Monitoring

Firm Stability Insights

Jeremy C. Patin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Chad Patin's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

PRUCO SECURITIES, LLC.

MUTUAL SERVICE CORPORATION

KESTRA INVESTMENT SERVICES, LLC

VP DISTRIBUTORS LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2014

Series 63

Date: 2/9/2001

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2007

Series 6

Date: 11/13/2000

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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