JH
Jaclyn N. Harvey
KESTRA ADVISORY SERVICES
Port Jefferson, NY 11777
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CRD#: 6627464
JH
Professional summary
Jaclyn Nicole Harvey, who also goes by Jaclyn Nicole Cupito, Jaclyn Cupito, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Port Jefferson, New York and KESTRA INVESTMENT SERVICES, LLC located in Port Jefferson, New York.
Jaclyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jaclyn has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaclyn Nicole Cupito | Jaclyn Cupito
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: Coastline Wealth Management Investment Related: Yes Address: 414 Main Street Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor??,?,?? Start Date: 2/22/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I advise clients regarding specific investment options and insurance products that meet their needs. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 southwest pkwy, BLDG 2, suite 400 Austin TX 78738 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor??,?,?? Start Date: 2/22/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Obligated to advise in a fiduciary capacity based on what would be best for each client's individual needs. Name: Jaclyn Cupito Investment Related: Yes Address: 414 Main Street Port Jefferson NY 11777 Nature of Business: Insurance Position, Title or Relationship: Agent Start Date: 2/22/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To find a suitable product to meet clients' insurance needs, help them through the application process and place policy in force. Name: JACLYN HARVEY POSI: Insurance Agent NATURE: Insurance INV REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2023 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: Assessing and providing our clients with additional business risk insurance coverage not covered by their existing coverage if and when appropriate. Name: JACLYN HARVEY (@JACKIETHEPLANNER) POSITION: Sole Proprietor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/24/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Social media content creator. Name: JLJH PROPERTIES, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 13691 County Hwy 18, Hobart NY 13788, United States DESCRIPTION: I am one of two members involved with JLJH Properties, LLC. My role is to oversee the business and financial end of the business.
CRS (Client Relationship Summary) - RIA
Click below to view Jaclyn Nicole Harvey'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
February 23, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777RIA
CRD#: 283330
Port Jefferson, NY
Current
February 22, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777BD
CRD#: 42046
Port Jefferson, NY
Past
August 26, 2020 - February 22, 2021
CAPITAL ANALYSTS
RIA
CRD#: 162200
Bohemia, NY
Past
February 1, 2018 - February 22, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
BOHEMIA, NY
Past
June 12, 2017 - February 22, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
BOHEMIA, NY
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
Alaska(1/3/2022)
RR
Arizona(7/9/2021)
RR
California(4/30/2021)
RR
Delaware(1/6/2022)
RR
Florida(2/22/2021)
RR
Georgia(9/26/2022)
RR
Maine(9/14/2022)
RR
Maryland(12/19/2024)
RR
Massachusetts(1/12/2022)
RR
New York(2/22/2021)
IAR
New York(2/23/2021)
RR
Washington(3/29/2021)
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#: 283330Port Jefferson, NY 11777TRUST BUT VERIFY
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