Jeffrey G. Thiede

KESTRA ADVISORY SERVICES

FLAGSTAFF, AZ

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CRD#: 6248842

Professional summary

Jeffrey Gerald Thiede, who also goes by Jeff Thiede, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Flagstaff, Arizona and KESTRA INVESTMENT SERVICES, LLC located in Flagstaff, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Thiede

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: ZZZ PROPERTY LLC POS: Owner NOB: Real Estate INV REL: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 8049 N 85th Way, Scottsdale AZ 85258 DESC: Management of property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gerald Thiede's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 5, 2024 - Present

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

FLAGSTAFF, AZ

Current

February 1, 2024 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #2: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

CRD#: 42046

Flagstaff, AZ

Past

November 12, 2020 - December 31, 2023

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Scottsdale, AZ

Past

October 30, 2020 - December 31, 2023

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Scottsale, AZ

Past

February 12, 2018 - October 20, 2020

NPB FINANCIAL GROUP, LLC

RIA

CRD#: 137743

Scottsdale, AZ

Past

January 3, 2017 - October 20, 2020

NPB FINANCIAL GROUP, LLC

CRD#: 137743

Scottsdale, AZ

Past

October 7, 2013 - January 3, 2017

J.W. COLE FINANCIAL, INC.

CRD#: 124583

SCOTTSDALE, 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".

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.

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

Arizona
(2/2/2024)

IAR

Arizona
(4/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/1/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

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	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

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Firm Stability Insights

Jeffrey G. Thiede

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gerald Thiede's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

NPB FINANCIAL GROUP, LLC

NPB FINANCIAL GROUP, LLC

J.W. COLE FINANCIAL, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2018

Series 63

Date: 11/4/2013

Series 6TO

Date: 2/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2013

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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