Jason T. Hoover
KESTRA ADVISORY SERVICES
Wichita, KS 67206
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CRD#: 5928260
Professional summary
Jason Thomas Hoover, CFP®, who also goes by Jason T Hoover, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wichita, Kansas and KESTRA INVESTMENT SERVICES, LLC located in Wichita, Kansas.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 50, Series 52 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason T Hoover
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: Cohlmia Hoover Group Investment Related: Yes Address: 8080 E Central Ave Ste 200 Wichita KS 67206 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Sales Start Date: 7/2/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Licensed sales of life insurance and long-term care insurance products with continuing education obligations. Name: Fortis Advisors Investment Related: Yes Address: 8080 E Central Ave Suite 200 Wichita KS 67206 Nature of Business: Registered Field Assistant; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Field Assistant Start Date: 9/1/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assistant to Advisor Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/25/2018 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: LIMESTONE CAPITAL, LLC POSITION: Owner NATURE: LLC for ownership of business assets INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 05/27/2025 ADDRESS: 8080 E Central Ave, Ste 200, Wichita KS 67206, United States DESCRIPTION: Payroll & Taxes
CRS (Client Relationship Summary) - RIA
Click below to view Jason Thomas Hoover'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: 2020
Experience
Current
August 17, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 8080 E Central Ave., Wichita, KS 67206RIA
CRD#: 283330
Wichita, KS
Current
June 25, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 8080 E. Central Ste 200, Wichita, KS 67206BD
CRD#: 42046
Wichita, KS
Past
June 16, 2016 - June 12, 2018
GEORGE K. BAUM & COMPANY
BD
CRD#: 36354
KANSAS CITY, MO
Past
July 12, 2013 - August 5, 2014
REALTY CAPITAL SECURITIES, LLC
BD
CRD#: 145454
BOSTON, MA
Past
June 13, 2013 - July 15, 2013
CAREY, THOMAS, HOOVER, & BREAULT, INC.
BD
CRD#: 38367
WICHITA, KS
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(6/27/2025)
RR
Arkansas(6/27/2025)
RR
Colorado(6/27/2025)
RR
Florida(6/27/2025)
RR
Indiana(6/27/2025)
RR
Kansas(6/25/2018)
IAR
Kansas(8/17/2018)
RR
Maryland(6/27/2025)
RR
Michigan(6/27/2025)
RR
Missouri(6/27/2025)
RR
Nebraska(6/27/2025)
RR
New Mexico(6/27/2025)
RR
North Carolina(7/1/2025)
RR
Oklahoma(6/27/2025)
RR
Texas(6/27/2025)
IAR
Texas(6/27/2025)
RR
Utah(6/27/2025)
RR
Washington(6/27/2025)
RR
Wisconsin(6/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Wichita, KS 67206TRUST BUT VERIFY
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