JK
Joseph J. Kamon
KESTRA ADVISORY SERVICES
Pittsburgh, PA
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CRD#: 7286726
JK
Professional summary
Joseph John Kamon, who also goes by Jay Kamon, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jay Kamon
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: SIGNATURE FINANCIAL PLANNING POSITION: Wealth Planning Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 09/08/2020 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Conducting research, reporting, analysis, trading Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 SW Parkway Bld 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Assistant Portfolio Manager Start Date: 9/8/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Portfolio Management, reporting, research Name: SIGNATURE SELECT WEALTH, LLC POSITION: Administrative. NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/08/2020 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Paperwork for the clients Name: SIGNATURE WEALTH POSITION: Wealth Planning Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 09/08/2020 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Conducting research, reporting, analysis, trading NAME: ADGG FOUNDATION POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2023 ADDRESS: 121 Horizon Dr, Pittsburgh PA 15237, United States DESCRIPTION: Attending fundraising events to assist with facilitation of award distribution, customer service, merchandise distribution, and overall labor to help the events take place.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph John Kamon'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
January 4, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219RIA
CRD#: 283330
Pittsburgh, PA
Current
November 9, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
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
Pennsylvania(1/4/2021)
IAR
Pennsylvania(1/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2020
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
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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.
