JW
John D. Wilhoit
KESTRA ADVISORY SERVICES
Louisville, KY 40222
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CRD#: 5313257
JW
Professional summary
John Damon Wilhoit MR, who also goes by John Damon Wilhoit, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Louisville, Kentucky and KESTRA INVESTMENT SERVICES, LLC located in Louisville, Kentucky.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Damon Wilhoit
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: Tom Sawyer Swim Team Investment Related: No Address: 7206 Wesboro Road Louisville KY 40222 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Other,Serving as President for the Board. Do not have authorization for money or checking accounts etc... Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Run meetings, coordinate with coaches, try to keep families and swimmers happy Business Name: Wolf Pen Lawn Care Investment Related: No Address: P.O. Box 1051 Prospect KY 40059 Nature of Business: Other Other/None of the Above Lawn care Position, Title or Relationship: Owner Start Date: 3/1/2003 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Owner operator 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 Business Name: Helm, Creznic & Wilhoit, Inc. Investment Related: Yes Address: 1700 Eastpoint Parkway Louisville KY 40223 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Registered Field Assistant; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR, RR, Financial Adviser / Consultant Start Date: 7/1/2016 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Help clients prepare for retirement and guide them through retirement. Provide insurance solutions to minimize risks. Monitor and advise on retirement planning. Business Name: WOLF PEN OFFICE SUITES, LLC POSITION: I am the owner and sole member of Wolf Pen Office Suites, LLC NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/18/2025 ADDRESS: 6511 Glenridge Park Place, STE 9, Louisville KY 40222, United States DESCRIPTION: I keep the units up to date and rented.
CRS (Client Relationship Summary) - RIA
Click below to view John Damon Wilhoit MR'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
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6500 Glenridge Park Place Unit 5, Louisville, KY 40222RIA
CRD#: 283330
Louisville, KY
Current
April 25, 2008 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6500 Glenridge Park Place Unit 5, Louisville, KY 40222BD
CRD#: 42046
Louisville, KY
Past
April 25, 2008 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
May 29, 2007 - April 25, 2008
LPL FINANCIAL LLC
RIA
CRD#: 6413
LOUISVILLE, KY
Past
May 8, 2007 - April 25, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
LOUISVILLE, KY
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
Colorado(4/27/2015)
RR
Delaware(5/6/2025)
RR
Florida(4/27/2015)
RR
Georgia(11/16/2017)
RR
Indiana(4/25/2008)
RR
Kentucky(4/25/2008)
IAR
Kentucky(4/20/2016)
RR
Massachusetts(2/28/2018)
RR
North Carolina(11/4/2025)
RR
Ohio(4/28/2015)
RR
Texas(9/1/2021)
IAR
Texas(2/13/2023)
RR
Virginia(11/16/2017)
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Louisville, KY 40222TRUST BUT VERIFY
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