JH
James B. Hebets
KESTRA ADVISORY SERVICES
PARADISE VALLEY, AZ
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CRD#: 5369475
JH
James Brian Hebets IIKESTRA ADVISORY SERVICES
Professional summary
James Brian Hebets II, who also goes by Jamie Brian Hebets II, Jamie Hebets, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Paradise Valley, Arizona and KESTRA INVESTMENT SERVICES, LLC located in Phoenix, Arizona.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. James has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Aliases
Jamie Brian Hebets Ii | Jamie Hebets
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: Future For Kids (Non-Profit) Investment Related: No Address: 6991 E Camelback Rd. Ste. D301 Scottsdale AZ 85251 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Member Start Date: 8/15/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: - qtly board meetings - Assist in organizing fund raising events - Volunteer at academic & sports camp Name: Comp Consulting, LLC DBA NFP - The Hebets Investment Related: Yes Address: 2575 East Camelback Road, Suite 700 Phoenix AZ 85016 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Vice President of the company. Start Date: 5/15/2012 Hours per month: 81% - 90% 130 Hours per month during trading hours: 91% - 100% (130 hours) Duties: Meeting with clients to discuss various insurance and investment products that meet their individual needs. Name: Hebets Financial, LLC Investment Related: No Address: 2575 East Camelback Road, Suite 700 Phoenix AZ 85016 Nature of Business: Insurance Position, Title or Relationship: This is simply a company that my life insurance commissions are paid into Start Date: 6/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: This is simply a company that my life insurance commissions are paid into 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% (160 hours) Duties: Investment advisory services Name: FAST LANE DRIVE ARIZONA POSITION: Partner Owner NATURE: Exotic Car & Social Club for Entrepreneurs INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 7326 E Evans Rd, Ste E, Scottsdale AZ 85260 DESCRIPTION: Assist in planning events for our members throughout the year such as car rallies, social events, trips, networking events, etc. Name: FINSECA FOUNDATION POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2023 ADDRESS: 600 13th Street, NW, Suite 550, Washington DC 20005 Descrip: 4-8 meetings per year (mostly virtual), annual conference, fundraising activities & other miscellaneous items. Name: HONOR HEALTH FOUNDATION BOARD OF TRUSTEES POSITION: Board of Trustees NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 8125 Hayden Road, Scottsdale AZ 85260 DESCRIPTION: Qtly Board Meetings & eventually serve on at least one committee. Name: CHILDHELP USA POSITION: Associate Board Member NATURE: Board position (Board of Directors) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: 6730 N. Scottsdale Rd, Suite 150, Scottsdale AZ 85253, United States DESCRIPTION: associate board member Name: LIFE MASTERS CLASSES, LLC POSITION: I am the owner and CEO of this business. NATURE: Lead Generation, Event Planning, Education Content Creation & Marketing Business INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 02/26/2018 ADDRESS: 3219 E Camelback Rd, #258, Phoenix AZ 85018, United States DESCRIPTION: My duties are to lead the team in all of their lead generation, education generation and marketing efforts as described above. These efforts lead to life insurance commission revenue from the cases / clients worked on and managed at The Hebets Company.
CRS (Client Relationship Summary) - RIA
Click below to view James Brian Hebets II'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
May 6, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 2575 E Camelback Rd Suite 700, Phoenix, AZ 85016RIA
CRD#: 283330
PARADISE VALLEY, AZ
Current
May 29, 2012 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2575 E Camelback Rd Suite 700, Phoenix, AZ 85016BD
CRD#: 42046
PHOENIX, AZ
Past
September 15, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
July 25, 2011 - May 24, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TEMPE, AZ
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(9/24/2012)
IAR
Arizona(5/6/2016)
RR
California(2/1/2013)
RR
Colorado(4/18/2024)
RR
Connecticut(12/16/2019)
RR
Delaware(9/21/2018)
RR
District of Columbia(8/12/2025)
RR
Florida(3/11/2021)
RR
Georgia(8/14/2025)
RR
Hawaii(8/14/2019)
RR
Illinois(4/13/2020)
RR
Indiana(12/1/2020)
RR
Kentucky(11/25/2020)
RR
Maryland(12/26/2018)
RR
Massachusetts(5/31/2024)
RR
Michigan(6/30/2026)
RR
New Jersey(4/7/2020)
RR
New Mexico(10/15/2024)
RR
New York(12/3/2018)
RR
North Carolina(8/13/2018)
RR
Ohio(11/24/2020)
RR
Oregon(10/18/2019)
RR
Vermont(7/23/2021)
RR
Virginia(10/11/2022)
RR
Washington(6/26/2023)
Exams
State Security Law Exam
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)Loading...
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 |
|---|---|---|
| 12/01/2025 | ||
| 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.
