RJ
Rebecca L. Jones
KESTRA ADVISORY SERVICES
DeLand, FL 32720
Some features on this profile are disabled
CRD#: 4364326
RJ
Professional summary
Rebecca Leigh Jones, AIF®, who also goes by Rebecca Leigh Johns, Rebecca Leigh Jones-barnes, Rebecca Leigh Justice, Rebecca Justice, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Deland, Florida and KESTRA INVESTMENT SERVICES, LLC located in Deland, Florida.
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Rebecca has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Leigh Johns | Rebecca Leigh Jones-Barnes | Rebecca Leigh Justice | Rebecca Justice
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.
Bus 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: 01/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: RLJ WEALTH MANAGEMENT POSITION: President / Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 09/10/2010 ADDRESS: 349 East New York Avenue, DeLand FL 32724, United States DESCRIPTION: Financial Professional providing financial advice, retirement financial planning, portfolio design and management for a fee. Insurance agent providing financial analysis of the need for insurance and the cost of insurance for the sake of income replacement and financial planning of wealth transfer. Bus Name: RLJ INVESTMENT HOLDINGS INC POSITION: Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2018 ADDRESS: 713 West New York Avenue, Suite 203, DeLand FL 32720, United States DESCRIPTION: Performing back ground checks of potential tenants and preparing lease agreements
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Leigh Jones's 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®
Experience
Current
January 21, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 124 N. Stone St, Deland, FL 32720RIA
CRD#: 283330
DeLand, FL
Current
January 21, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 124 N. Stone St, Deland, FL 32720Office #2: 5445 Mark Dabling Blvd Suite 200, Colorado Springs, CO 80918BD
CRD#: 42046
DeLand, FL
Past
October 21, 2010 - January 27, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
DeLand, FL
Past
September 17, 2010 - January 27, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Colorado Springs, CO
Past
July 23, 2007 - September 21, 2010
EDWARD JONES
RIA
CRD#: 250
DELAND, FL
Past
April 13, 2007 - September 21, 2010
EDWARD JONES
BD
CRD#: 250
DELAND, FL
Past
April 18, 2001 - April 16, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DELAND, FL
Past
April 11, 2001 - April 16, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DELAND, FL
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
Alabama(1/21/2025)
RR
Arizona(1/21/2025)
RR
Arkansas(2/6/2025)
RR
California(1/21/2025)
RR
Colorado(1/21/2025)
RR
Florida(1/21/2025)
IAR
Florida(2/6/2025)
RR
Georgia(1/21/2025)
RR
Hawaii(1/21/2025)
RR
Idaho(1/21/2025)
RR
Illinois(1/21/2025)
RR
Indiana(1/24/2025)
RR
Kansas(1/21/2025)
RR
Kentucky(1/21/2025)
RR
Maryland(2/6/2025)
RR
Michigan(2/6/2025)
RR
Minnesota(1/21/2025)
RR
Missouri(1/21/2025)
RR
Montana(1/21/2025)
RR
Nebraska(1/21/2025)
RR
New Jersey(1/21/2025)
RR
New Mexico(1/21/2025)
RR
New York(1/21/2025)
RR
North Carolina(1/22/2025)
RR
Ohio(1/21/2025)
RR
Oklahoma(1/21/2025)
RR
Oregon(1/29/2025)
RR
Pennsylvania(1/21/2025)
RR
Rhode Island(1/29/2025)
RR
South Carolina(1/21/2025)
RR
Texas(1/21/2025)
IAR
Texas(1/21/2025)
RR
Utah(1/21/2025)
RR
Virginia(1/21/2025)
RR
Washington(1/21/2025)
RR
Wyoming(1/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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)
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 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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#: 283330Deland, FL 32720TRUST BUT VERIFY
Monitor Rebecca Jones
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
