Brian P. Jarosinski
Professional summary
Brian Paul Jarosinski, CFP®, ChFC® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bethesda, Maryland and KESTRA INVESTMENT SERVICES, LLC located in Bethesda, Maryland.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Paul Jarosinski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6500 Rock Spring Dr Suite 410, Bethesda, MD 20817December 2, 2013 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6903 Rockledge Drive Suite 1400, Bethesda, MD 20817December 2, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
December 14, 2009 - December 13, 2013
MSI FINANCIAL SERVICES, INC.
December 11, 2009 - December 13, 2013
MSI FINANCIAL SERVICES, INC.
November 13, 2009 - December 14, 2009
MORGAN STANLEY
November 13, 2009 - December 14, 2009
MORGAN STANLEY
September 16, 2008 - September 14, 2009
OSAIC FA, INC.
September 16, 2008 - September 14, 2009
OSAIC FA, INC.
January 30, 2007 - June 20, 2008
OSAIC FA, INC.
January 1, 2007 - June 20, 2008
OSAIC FA, INC.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/3/2020)
(1/22/2018)
(4/10/2015)
(2/24/2015)
(9/26/2017)
(5/13/2016)
(12/2/2013)
(1/27/2015)
(1/3/2022)
(11/3/2016)
(2/17/2022)
(4/27/2022)
(3/15/2022)
(4/22/2015)
(12/2/2013)
(4/19/2016)
(2/18/2022)
(11/1/2024)
(4/26/2022)
(8/20/2024)
(2/13/2015)
(4/8/2020)
(6/26/2018)
(7/6/2016)
(2/24/2016)
(3/8/2023)
(12/2/2013)
(12/12/2024)
(12/22/2020)
(2/13/2024)
(4/26/2022)
(3/11/2019)
(2/7/2022)
(12/2/2013)
(6/13/2019)
(7/24/2014)
(2/15/2023)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
