JK
Jared Krim
KESTRA ADVISORY SERVICES
Wyckoff, NJ
Some features on this profile are disabled
CRD#: 7241204
JK
Professional summary
Jared Krim is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wyckoff, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Paramus, New Jersey.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jared has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 06/21/2022 ADDRESS: 45 Eisenhower Drive, Suite 550, Paramus NJ 07652 DESCRIPTION: Duties are the same with Kestra Advisory Services as with our normal practice. Business Name: CLARIS ADVISORS, LLC POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/23/2022 ADDRESS: 45 Eisenhower Drive, Suite 550, Paramus NJ 07652 DESCRIPTION: As a financial advisor, I am responsible for generating new business and managing our clients investments through Kestra, as well as doing retirement, estate, business and insurance planning. Business Name: KRIM ASSOCIATES POSITION: Financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/09/2021 ADDRESS: 45 Eisenhower Drive, Suite 550, Paramus NJ 07652, United States DESCRIPTION: putting together financial plans
CRS (Client Relationship Summary) - RIA
Click below to view Jared Krim'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 8, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 45 Eisenhower Dr Ste 550, Paramus, NJ 07652Office #3: 3 Times Square, New York, NY 10036RIA
CRD#: 283330
Wyckoff, NJ
Current
September 8, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 45 Eisenhower Drive Suite 550, Paramus, NJ 07652BD
CRD#: 42046
Paramus, NJ
Past
December 24, 2020 - August 9, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DENVER, CO
Past
November 30, 2020 - August 9, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DENVER, CO
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
Arizona(12/3/2021)
RR
California(2/8/2024)
RR
Colorado(12/8/2021)
RR
Connecticut(12/7/2022)
RR
Delaware(7/29/2025)
RR
Florida(1/12/2022)
RR
Hawaii(7/29/2025)
RR
Illinois(1/30/2024)
RR
Massachusetts(1/28/2022)
RR
New Jersey(9/8/2021)
IAR
New Jersey(9/9/2021)
RR
New York(9/8/2021)
IAR
New York(9/8/2021)
RR
North Carolina(10/6/2023)
RR
Ohio(7/30/2025)
RR
Pennsylvania(3/25/2025)
RR
Rhode Island(7/29/2025)
RR
South Carolina(12/7/2023)
RR
South Dakota(11/6/2025)
RR
Texas(11/18/2021)
IAR
Texas(12/3/2021)
RR
Wisconsin(10/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/30/2020
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
