JP
Jonathan M. Pope
KESTRA ADVISORY SERVICES
Royal Oak, MI 48067
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CRD#: 4582704
JP
Professional summary
Jonathan Marshall Pope is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Royal Oak, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Royal Oak, Michigan.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jonathan has worked at 3 firms and has passed the Series 66, 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: Integrated Living, Inc. Investment Related: No Address: 43133 Schoenherr Rd. Sterling Heights MI 48313 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 4/14/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General board decision-making and oversightBusiness Name: Make-A-Wish Michigan Investment Related: No Address: 7600 Grand River Avenue, Suite #175 Brighton MI 48114 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 6/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Support wish granting efforts.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78705 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 7/22/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: IARBusiness Name: Cambridge Consulting Group, LLC DBA NFP Investment Related: Yes Address: 400 W. Fourth St., Suite 300 Royal Oak MI 48067 Nature of Business: Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Vice-President Start Date: 7/22/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Primarily corporate benefit sales
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Marshall Pope'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®
NoneExperience
Current
September 4, 2019 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 400 West Fourth Street Suite 300, Royal Oak, MI 48067RIA
CRD#: 283330
Royal Oak, MI
Current
September 4, 2019 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 400 West Fourth St. Suite 300, Royal Oak, MI 48067BD
CRD#: 42046
Royal Oak, MI
Past
August 2, 2010 - May 30, 2019
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
ROYAL OAK, MI
Past
April 14, 2006 - May 30, 2019
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ROYAL OAK, MI
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
Michigan(9/4/2019)
IAR
Michigan(9/4/2019)
Exams
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
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.
