JC
Javier R. Canales-bullock
KESTRA ADVISORY SERVICES
Russelville, KY 42276
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CRD#: 7434884
JC
Professional summary
Javier Roman Canales-bullock is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Russelville, Kentucky and KESTRA INVESTMENT SERVICES, LLC located in Russelville, Kentucky.
Javier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Javier has worked at 2 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.
Name: LEVINE GROUP POSITION: Employee NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/23/2023 ADDRESS: 105 Robins Way, Suite 205, Russellville KY 42276 DESCRIPTION: Support the advisor through account establishment, gathering forms, contacting clients, scheduling appointments, taking notes during meetings, CRM and tech support. Name: JAVIER CANALES-BULLOCK POSITION: Owner/Landlord NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 205 Gladdish Court, Russellville KY 42276, United States DESCRIPTION: - General maintenance, Record keeping, Rent collection, Ensuring the mortgage, taxes, and insurance are paid and up-to-date Name: NFP, AN AON COMPANY POSITION: Employee NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/14/2025 ADDRESS: 105 Robins Way, Suite 205, Russellville KY 42276, United States DESCRIPTION: Support the advisor through account establishment, gathering forms, contacting clients, scheduling appointments, taking notes during meetings, CRM and tech support.
CRS (Client Relationship Summary) - RIA
Click below to view Javier Roman Canales-bullock'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
August 28, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 105 Robins Way Ste 205, Russelville, KY 42276RIA
CRD#: 283330
Russelville, KY
Current
October 18, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 105 Robins Way, Ste 205, Russelville, KY 42276BD
CRD#: 42046
Russelville, KY
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
Kentucky(8/28/2025)
IAR
Kentucky(8/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2023
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
