Brian P. Jarosinski
KESTRA ADVISORY SERVICES
BETHESDA, MD 20817
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CRD#: 5248415
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
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: 1099 Model/Actor Investment Related: No Address: 2723 Harris Lane Baltimore MD 21224 NOB: Other Other/None of the Above modeling/acting Position: Contract modeling and acting jobs Start Date: 1/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: modeling/acting Business Name: NFP Investment Related: Yes Address: 6500 Rock Spring Drive Suite 500 Bethesda MD 20817 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position: CFP Start Date: 11/30/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I work with our retirement plan division and I do our personal financial plans and work with individuals mainly. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: 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: The Meltzer Group, Inc. (TMG) Investment Related: No Address: 6500 Rock Spring Drive Suite 500 Bethesda MD 20817 NOB: Insurance Position, Title or Relationship: CFP Start Date: 11/18/2013 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Bringing in and managing insurance business Business Name: Best Loan Choice Inc Investment Related: No Address: 1529 Light St., Unit A Baltimore MD 21230 NOB: Loan/Mortgage/Lending Related Position, Title or Relationship: Mortgage Consultant Start Date: 6/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I would be advising clients with the new license expertise on their mortgage choice/options/payment schedules/etc Business Name: OC 45TH ST RENTAL PROPERTY POSITION: Co-Owner with Wife NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 4407 Atlantic Ave, Unit 3M, Baltimore MD 21224 DESCRIPTION: none, management company handles everything Business Name: QUOTACY POSITION: Financial Planner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/16/2023 ADDRESS: 3611 Fleet Street, Baltimore MD 21224 DESCRIPTION: Help the client pick the correct term life insurance
CRS (Client Relationship Summary) - RIA
Click below to view Brian Paul Jarosinski'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: 2015
Experience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6500 Rock Spring Dr Suite 410, Bethesda, MD 20817RIA
CRD#: 283330
BETHESDA, MD
Current
December 2, 2013 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6903 Rockledge Drive Suite 1400, Bethesda, MD 20817BD
CRD#: 42046
BETHESDA, MD
Past
December 2, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
December 14, 2009 - December 13, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BALTIMORE, MD
Past
December 11, 2009 - December 13, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BALTIMORE, MD
Past
November 13, 2009 - December 14, 2009
MORGAN STANLEY
RIA
CRD#: 149777
PIKESVILLE, MD
Past
November 13, 2009 - December 14, 2009
MORGAN STANLEY
BD
CRD#: 149777
PIKESVILLE, MD
Past
September 16, 2008 - September 14, 2009
OSAIC FA, INC.
RIA
CRD#: 3978
OLNEY, MD
Past
September 16, 2008 - September 14, 2009
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
January 30, 2007 - June 20, 2008
OSAIC FA, INC.
RIA
CRD#: 3978
FREDERICK, MD
Past
January 1, 2007 - June 20, 2008
OSAIC FA, INC.
BD
CRD#: 3978
FREDERICK, MD
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(9/3/2020)
RR
Arizona(1/22/2018)
RR
California(4/10/2015)
RR
Colorado(2/24/2015)
RR
Connecticut(9/26/2017)
RR
Delaware(5/13/2016)
RR
District of Columbia(12/2/2013)
RR
Florida(1/27/2015)
RR
Georgia(1/3/2022)
RR
Illinois(11/3/2016)
RR
Indiana(2/17/2022)
RR
Kentucky(4/27/2022)
RR
Louisiana(3/15/2022)
RR
Maine(4/22/2015)
RR
Maryland(12/2/2013)
IAR
Maryland(4/19/2016)
RR
Massachusetts(2/18/2022)
RR
Michigan(11/1/2024)
RR
Minnesota(4/26/2022)
RR
Mississippi(8/20/2024)
RR
Nebraska(2/13/2015)
RR
New Hampshire(4/8/2020)
RR
New Jersey(6/26/2018)
RR
New York(7/6/2016)
RR
North Carolina(2/24/2016)
RR
Ohio(3/8/2023)
RR
Pennsylvania(12/2/2013)
RR
Puerto Rico(12/12/2024)
RR
South Carolina(12/22/2020)
RR
South Dakota(2/13/2024)
RR
Tennessee(4/26/2022)
RR
Texas(3/11/2019)
RR
Utah(2/7/2022)
RR
Virginia(12/2/2013)
RR
Washington(6/13/2019)
RR
West Virginia(7/24/2014)
RR
Wisconsin(2/15/2023)
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.
