JP
Jason Colin Patrick
KESTRA ADVISORY SERVICES
NEWPORT BEACH, CA 92660
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CRD#: 5001982
JP
Professional summary
Jason Colin Patrick, AIF®, who also goes by Jason Daniel Flannery, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Newport Beach, California and KESTRA INVESTMENT SERVICES, LLC located in Newport Beach, California.
Jason Colin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jason Colin has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Daniel Flannery
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.
Name: Fiduciary Advisors, LLC Investment Related: Yes Address: 895 Dove Street Suite 300 Newport Beach CA 92660 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 Position, Title or Relationship: Owner/CEO. Start Date: 10/1/2013 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Duties related to running the business. At this time, all obligations to the 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 Name: INSPERITY, INC. POSITION: Employee NATURE: Through our relationship with FSI, we partner with Insperity as our PEO provider. Insperity offers Fiduciary Advisors a range of insurance benefits, including health and welfare coverage, as well as HR services for our team members. Our employees are dully employed through the PEO in order to receive these services. INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 19001 Crescent Springs Drive, Kingwood TX 77339, United States DESCRIPTION: Through our relationship with FSI, we partner with Insperity as our PEO provider. Insperity offers Fiduciary Advisors a range of insurance benefits, including health and welfare coverage, as well as HR services for our team members. Our employees are dully employed through the PEO in order to receive these services.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Colin Patrick'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
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 895 Dove Street, Suite 300,, Newport Beach, CA 92660RIA
CRD#: 283330
NEWPORT BEACH, CA
Current
August 25, 2014 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 895 Dove Street Suite 300, Newport Beach, CA 92660BD
CRD#: 42046
Newport Beach, CA
Past
August 21, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
NEWPORT BEACH, CA
Past
January 6, 2014 - August 22, 2014
FINANCIAL TELESIS INC
RIA
CRD#: 31012
NEWPORT BEACH, CA
Past
January 3, 2014 - August 22, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
NEWPORT BEACH, CA
Past
March 3, 2009 - January 30, 2014
USI ADVISORS
RIA
CRD#: 108113
IRVINE, CA
Past
January 14, 2009 - March 2, 2009
USI SECURITIES, INC.
RIA
CRD#: 43793
IRVINE, CA
Past
August 10, 2005 - January 30, 2014
USI SECURITIES, INC.
BD
CRD#: 43793
IRVINE, CA
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
Arizona(8/25/2014)
RR
California(8/25/2014)
IAR
California(4/19/2016)
RR
Colorado(8/25/2014)
RR
Florida(11/1/2023)
RR
Idaho(4/3/2023)
RR
Massachusetts(10/31/2023)
RR
Nevada(5/26/2022)
RR
Texas(10/31/2023)
IAR
Texas(10/31/2023)
RR
Utah(3/27/2023)
RR
Washington(3/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
