Joshua Daniel Donofry

MORTON WEALTH

Santa Barbara, CA · CRD#

LPL FINANCIAL LLC

LITTLE ROCK, AR · CRD#

WORTHPOINTE

RAMONA, CA · CRD#

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

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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Credentials

CIMA®

Certified Investment Management Analyst

Years of Experience

10 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

154 North Market Street Suite A, Frederick, MD 21701

September 4, 2020 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

154 N. Market Street Ste. 154a, Frederick, MD 21701

September 4, 2020 - Present

Past

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

RIA

Frederick, MD

October 28, 2016 - September 10, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

BD

Frederick, MD

September 1, 2016 - September 10, 2020

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 LLC Investment Related: Yes Address: 5707 SW Parkway Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Portfolio manager, employee Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Trading operations, portfolio management, investment research. Name: RS Will Wealth Management LLC Investment Related: Yes Address: 154 A N Market St. Frederick MD 21701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Portfolio manager, employee. Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Portfolio management, investment research, trading operations. Name: The Community Foundation of Frederick County Investment Related: No Address: 312 E Church St Frederick MD 21701 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Member of the Investment committe Start Date: 2/24/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Investment Committe member responsible for advising and monitoring the endowment portfolio of the foundation as well as due diligence on any new investments. Name: HOOD COLLEGE - ADJUNCT PROFESSOR POSITION: Adjunct Professor NATURE: Adjunct Professor INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2022 ADDRESS: 401 Rosemont Ave, Frederick MD 2170 DESCRIPTION: Instruct the course (MGMT 370) at Hood College per syllabus. Name: THE COMMUNITY FOUNDATION OF FREDERICK COUNTY POSITION: Board of Directors Trustee. Member of the Investment Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/24/2021 ADDRESS: 312 E Church St, Frederick MD 21701, United States DESCRIPTION: Board of Directors Trustee and Investment Committe member responsible for advising and monitoring the endowment portfolio of the foundation as well as due diligence on any new investments.

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