JL
Jason H. Lehrer
KESTRA ADVISORY SERVICES
Bellmore, NY
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CRD#: 5563775
JL
Jason Henry LehrerKESTRA ADVISORY SERVICES
Professional summary
Jason Henry Lehrer is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bellmore, New York and KESTRA INVESTMENT SERVICES, LLC located in Kings Park, New York.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
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.
Name: Access Brokerage Services Investment Related: No Address: 14 Roosevelt Avenue Port Jefferson Station NY 11776 Nature of Business: Insurance Position, Title or Relationship: Other,All life insurance polices are issued through Access Brokerage. Start Date: 1/1/2010 Hours/month: 51% - 60% (81 - 96 hours) Hours/month during trading hours: 51% - 60% (71 - 84 hours) Duties: Meeting with clients. Selling insurance products to clients. Reviewing and comparing existing polices. Name: Main Street Financial Group Investment Related: Yes Address: 80 East Main Street Kings Park NY 11754 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Partner Start Date: 1/1/2009 Hours/month: 100%+ (More than 160 hours) Hours/month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meet with clients. Required paperwork. Marketing. Investment Research. Name: Kehilat Hadar Investment Related: No Address: 805 Columbus Ave New York NY 10025 Nature of Business: Other Other/None of the Above Religious services Position, Title or Relationship: Financial Officer/ Treasuer Start Date: 1/1/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours/month during trading hours: 11% - 20% (15 - 28 hours) Duties: Review budget and day to day financial transactions. Handle payments for on going costs, i.e rent, food, materials. 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/month: Up to 100% (0 to 160 hours) Hours/month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: J LEHRER ADVISORY SERVICES LLC POSITION: Owner NATURE: LLC is used to pay expenses related to running business. INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 80 E MAIN ST, KINGS PARK NY 11754 DESCRIPTION: LLC is used to pay expenses related to running business. Name: TREASURER - MJC POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2026 ADDRESS: 225 Fox Blvd, Merrick NY 11566, United States DESCRIPTION: Establish an annual budget for institution. Review all payments for all associated costs. Review financial data and present to board of directors. Work with third party payment processing system and co-presidents to approve expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Henry Lehrer'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
June 22, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 80 East Main St, Kings Park, NY 11754RIA
CRD#: 283330
Bellmore, NY
Current
October 29, 2008 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 80 East Main St, Kings Park, NY 11754BD
CRD#: 42046
KINGS PARK, NY
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(2/25/2015)
RR
Arkansas(11/25/2024)
RR
California(9/13/2012)
RR
Connecticut(9/11/2024)
RR
District of Columbia(1/8/2013)
RR
Florida(6/24/2009)
RR
Illinois(6/10/2020)
RR
Maryland(1/14/2014)
RR
Massachusetts(2/27/2013)
RR
New Hampshire(11/2/2016)
RR
New Jersey(10/30/2013)
RR
New York(12/16/2008)
IAR
New York(6/22/2021)
RR
North Carolina(2/23/2011)
RR
Ohio(6/27/2019)
RR
Pennsylvania(6/17/2013)
RR
South Carolina(1/2/2019)
RR
Texas(10/16/2023)
IAR
Texas(10/17/2023)
RR
Virginia(3/4/2015)
RR
Washington(1/5/2015)
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)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.
