JP
Jason M. Priebe
KESTRA ADVISORY SERVICES
Maple Grove, MN 55311
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CRD#: 6265121
JP
Professional summary
Jason Michael Priebe, CFP®, who also goes by Jason M Priebe, Jason Michael Priebe, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Maple Grove, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in Maple Grove, Minnesota.
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 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Small Business Planning
Investment Planning
Retirement Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Jason M Priebe | Jason Michael Priebe
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: PRIEBE WEALTH LLC POSITION: owner NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Road North, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: see above Name: MAGNETIC NORTH ADVISORS POSITION: Owner - Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Road North, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: I spend my day to day activity working through this entity on the wealth business and managing the overall business. Name; MAGNETIC NORTH TAX & ACCOUNTING POSITION: Manager / Owned as a subsidiary of the firm I own. NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Road North, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: I manage the overall business. Name: MAGNETIC NORTH INSURANCE POSITION: Manager / Owner of the primary entity NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Road North, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: Manager of practice 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: 05/02/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Priebe'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: 2016
Experience
Current
May 5, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6900 Wedgwood Road N Suite 465, Maple Grove, MN 55311RIA
CRD#: 283330
Maple Grove, MN
Current
August 26, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6900 Wedgwood Road North Suite 465, Maple Grove, MN 55311BD
CRD#: 42046
Maple Grove, MN
Past
November 13, 2020 - August 14, 2025
MAGNETIC NORTH ADVISORS
RIA
CRD#: 309628
MAPLE GROVE, MN
Past
October 24, 2016 - March 9, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
MAPLE GROVE, MN
Past
October 24, 2016 - May 6, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MAPLE GROVE, MN
Past
January 6, 2014 - October 29, 2016
WADDELL & REED
RIA
CRD#: 866
MAPLE GROVE, MN
Past
December 9, 2013 - October 29, 2016
WADDELL & REED
BD
CRD#: 866
MAPLE GROVE, MN
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
IAR
Minnesota(5/5/2025)
RR
Minnesota(8/26/2025)
IAR
Texas(5/5/2025)
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)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#: 283330Maple Grove, MN 55311TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
