Jack Dvir
Professional summary
Jack Dvir, who also goes by Yaacov Dvir, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Newbury Park, California and KESTRA INVESTMENT SERVICES, LLC located in Newbury Park, California.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jack has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jack Dvir's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 3323 Old Conejo Rd., Newbury Park, CA 91320October 3, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 3323 Old Conejo Rd, Newbury Park, CA 91320September 1, 2023 - October 8, 2023
OSAIC WEALTH, INC.
September 1, 2023 - October 8, 2023
OSAIC WEALTH, INC.
April 27, 2011 - September 1, 2023
OSAIC SERVICES, INC.
April 15, 2011 - September 1, 2023
OSAIC SERVICES, INC.
February 5, 2007 - April 20, 2011
EDWARD JONES
October 12, 2000 - April 20, 2011
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
(10/3/2023)
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(10/3/2023)
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(7/21/2025)
(10/3/2023)
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(10/3/2023)
(10/3/2023)
(3/19/2024)
(10/3/2023)
(10/3/2023)
(10/3/2023)
(10/3/2023)
(10/3/2023)
Exams
FINRA
Current 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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Newbury Park, CA 91320TRUST BUT VERIFY
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