JB
Jessica K. Brendell
KESTRA ADVISORY SERVICES
Maplewood, NJ 07040
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CRD#: 6603652
JB
Professional summary
Jessica Katy Brendell, who also goes by Jessica Katy Schneider, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Maplewood, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Morristown, New Jersey.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jessica has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Katy Schneider
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: 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: 09/26/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: SCHNEIDER & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, PC POSITION: Employee NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2017 ADDRESS: 1099 Mount Kemble Ave, Suite 2B, Morristown NJ 07960, United States DESCRIPTION: No specific duties for accounting services, however an allocation from this common pay master for which I receive an allocation payroll for services provided to Warren Schneider, a Kestra advisor. Name: JONATHAN DAYTON HIGH SCHOOL PTSO POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 139 Mountain Ave, Springfield NJ 07081, United States DESCRIPTION: I maintain the budget and books and records for the PTSO Name: VACATION OWNERSHIP INTEREST POSITION: Timeshare owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2022 ADDRESS: 6902 E Greenway Pkwy, Scottsdale AZ 85254, United States DESCRIPTION: My husband and I own a timeshare in Scottsdale, Arizona that we usually rent out (using Redweek.com). Name: SCHNEIDER FINANCIAL MANAGEMENT POSITION: Wealth Management Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 01/01/2017 ADDRESS: 1099 Mount Kemble Road, Morristown NJ 07960, United States DESCRIPTION: Financial advisor and financial planner for 150+ households
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Katy Brendell'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
September 25, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1585 Springfield Ave, Maplewood, NJ 07040Office #2: 1099 Mount Kemble Ave Suite 2b, Morristown, NJ 07960RIA
CRD#: 283330
Maplewood, NJ
Current
September 25, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1099 Mount Kemble Ave Suite 2b, Morristown, NJ 07960Office #2: 1585 Springfield Avenue, Maplewood, NJ 07040BD
CRD#: 42046
Morristown, NJ
Past
July 25, 2016 - September 25, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Morristown, NJ
Past
April 14, 2016 - September 25, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Morristown, NJ
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
California(9/25/2025)
RR
Connecticut(9/25/2025)
RR
Florida(9/25/2025)
RR
Georgia(9/25/2025)
RR
Illinois(9/25/2025)
RR
Indiana(9/25/2025)
RR
Maryland(9/25/2025)
RR
Massachusetts(9/25/2025)
RR
New Jersey(9/25/2025)
IAR
New Jersey(9/25/2025)
RR
New York(9/25/2025)
RR
North Carolina(9/25/2025)
RR
Pennsylvania(9/25/2025)
RR
South Carolina(9/25/2025)
RR
Texas(9/30/2025)
IAR
Texas(10/1/2025)
RR
Virginia(9/25/2025)
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.
