MC
Mary L. Cousineau
KESTRA ADVISORY SERVICES
Ponte Vedra Beach, FL 32082
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CRD#: 4896204
MC
Professional summary
Mary Lou Cousineau, who also goes by Mary L Jacobson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Ponte Vedra Beach, Florida and KESTRA INVESTMENT SERVICES, LLC located in Ponte Vedra Beach, Florida.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Mary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary L Jacobson
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.
EMPOWER WEALTH STRATEGIES, INC. POSITION: Owner NATURE: Administrative pass through entity INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 09/03/2025 ADDRESS: 13139 Leatherleaf Dr S, Jacksonville FL 32225, United States DESCRIPTION: Do advisory business but entity created to receive advisory compensation. HFG WEALTH ADVISORS POSITION: Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 09/03/2025 ADDRESS: 3206 Sawgrass Village Circle, Ponte Vedra Beach FL 32082, United States DESCRIPTION: Providing guidance and investment advice to clients. Construct wealth accumulation strategies, prepare retirement income distribution strategies, reduce taxable events. 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: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Mary Lou Cousineau'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, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 3206 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082RIA
CRD#: 283330
Ponte Vedra Beach, FL
Current
September 3, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 3206 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082BD
CRD#: 42046
Ponte Vedra Beach, FL
Past
July 29, 2021 - September 4, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PONTE VEDRA, FL
Past
April 26, 2019 - June 12, 2019
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PONTE VEDRA, FL
Past
March 25, 2008 - September 4, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PONTE VEDRA, 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(9/3/2025)
RR
Colorado(9/3/2025)
RR
Florida(9/3/2025)
IAR
Florida(9/16/2025)
RR
Kentucky(9/15/2025)
RR
Minnesota(9/19/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/3/2025)
RR
Texas(9/3/2025)
IAR
Texas(9/4/2025)
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
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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#: 283330Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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