Jason N. Clayton
KESTRA ADVISORY SERVICES
COLUMBIA, SC 29204
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CRD#: 4467963
Professional summary
Jason Nicholas Clayton, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Columbia, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Columbia, South Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Benefit Consultants and Administrators, Inc. dba Beacon Group Investment Related: Yes Address: 1724 St Julian Place Columbia SC 29204 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Other Back Office Operations; Other/None of the Above Record keeping services for qualified retirement plans Position, Title or Relationship: Owner Start Date: 1/1/2003 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Owner, CFP, RIA, Registered Rep, Insurance Agent. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Beacon Properties Investment Related: No Address: 1724 St Julian Columbia SC 29204 Nature of Business: Real Estate Position, Title or Relationship: Partner Start Date: 10/14/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Member of partnershipBusiness Business Name: LAKE MURRAY PRESBYTERIAN CHURCH- FINANCE COMMITTEE POS: Committee member NOB: Church committee INV REL: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2721 Dutch Fork Road, Chapin SC 29036, United States DESC: Serve on finance committee. Review church financial matters and budget with other committee members and make recommendations to the Session. No control over assets.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Nicholas Clayton'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®
CFP®
Start date: 2012
Experience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1724 St. Julian Place, Columbia, SC 29204RIA
CRD#: 283330
COLUMBIA, SC
Current
February 1, 2002 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1724 St. Julian Place, Columbia, SC 29204BD
CRD#: 42046
Columbia, SC
Past
January 27, 2006 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
COLUMBIA, SC
Past
December 20, 2001 - February 4, 2002
BEACON GROUP FINANCIAL SECURITIES CORP.
BD
CRD#: 36887
COLUMBIA, SC
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(7/6/2020)
RR
Florida(1/4/2013)
RR
Georgia(1/4/2013)
RR
Maryland(1/4/2013)
RR
North Carolina(1/4/2013)
RR
South Carolina(2/1/2002)
IAR
South Carolina(4/19/2016)
RR
Tennessee(10/29/2020)
RR
Texas(8/12/2025)
IAR
Texas(8/12/2025)
RR
Virginia(1/4/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Columbia, SC 29204TRUST BUT VERIFY
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