Jacob R. Rinvelt
KESTRA ADVISORY SERVICES
Grand Rapids, MI 49525
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CRD#: 6289416
Professional summary
Jacob Robert Rinvelt, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Grand Rapids, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Grand Rapids, Michigan.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jacob has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Business Name: Rinvelt & David, LLC Investment Related: Yes Address: 1700 E Beltline Ave NE Suite 150 Grand Rapids MI 49525 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Registered Rep Start Date: 6/1/2015 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial planning and securities tradingBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Rep Start Date: 5/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meeting with clients, financial planning
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Robert Rinvelt'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: 2019
Experience
Current
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1700 East Beltline Ne, Ste. 150, Grand Rapids, MI 49525RIA
CRD#: 283330
Grand Rapids, MI
Current
September 4, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1700 East Beltline Ne Ste. 150, Grand Rapids, MI 49525BD
CRD#: 42046
Grand Rapids, MI
Past
January 6, 2016 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
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
Alabama(2/5/2020)
RR
Arizona(2/5/2020)
RR
California(2/5/2020)
RR
Colorado(2/5/2020)
RR
District of Columbia(5/16/2024)
RR
Florida(2/5/2020)
RR
Georgia(2/5/2020)
RR
Illinois(2/5/2020)
RR
Indiana(2/5/2020)
RR
Iowa(2/5/2020)
RR
Kentucky(2/5/2020)
RR
Maryland(5/5/2022)
RR
Massachusetts(2/5/2020)
RR
Michigan(1/4/2016)
IAR
Michigan(4/20/2016)
RR
Minnesota(2/5/2020)
RR
Missouri(2/5/2020)
RR
New Jersey(4/1/2020)
RR
New York(2/5/2020)
RR
North Carolina(2/5/2020)
RR
Ohio(2/5/2020)
RR
Oregon(7/31/2024)
RR
Pennsylvania(2/5/2020)
RR
South Carolina(2/5/2020)
RR
Tennessee(9/24/2024)
RR
Texas(2/5/2020)
RR
Utah(2/5/2020)
RR
Virginia(5/28/2024)
RR
Washington(2/5/2020)
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
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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#: 283330Grand Rapids, MI 49525TRUST BUT VERIFY
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