JP
Jared R. Pruitt
KESTRA ADVISORY SERVICES
Mount Morris, MI
Some features on this profile are disabled
CRD#: 7630762
JP
Professional summary
Jared Ryan Pruitt, who also goes by Jared Pruitt, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Mount Morris, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Sherman, Texas.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jared has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Pruitt
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: PRUITT WEALTH CONSULTANTS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 50 SECURITIES TRADING HOURS: 48 START DATE: 09/01/2022 ADDRESS: 2009 Independence Dr., Suite 104, Sherman TX 75090 DESCRIPTION: Open and manage customer accounts. Name: FRANKENMUTH FUDGE KITCHEN POSITION: Fudge Maker NATURE: Candy Store INVESTMENT RELATED: No # OF HOURS: 156 SECURITIES TRADING HOURS: 23 START DATE: 08/28/2017 ADDRESS: 606 S Main St., Frankenmuth MI 48734, United States DESCRIPTION: My main duties are to make quality candy and to help with miscellaneous tasks to keep things running smoothly. Primarily it is physical work and delivery of goods to the different stores. Name: GFI (LIFE INSURANCE) POSITION: Life Insurnace Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/04/2025 ADDRESS: 5687 Silver Creek Valley Rd Ste #65, San Jose CA 95138, United States DESCRIPTION: My primary duty is to contact potential clients about buying life insurance (term or whole life). This includes reviewing potential providers to insure that the client receives the best coverage for their insurance needs and comfort.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Ryan Pruitt'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
April 25, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: One Grand Centre 1800 Teague Dr., Suite 509, Sherman, TX 75090RIA
CRD#: 283330
Mount Morris, MI
Current
October 3, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: One Grand Centre 1800 Teague Dr., Suite 509, Sherman, TX 75090BD
CRD#: 42046
Sherman, TX
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
Michigan(4/25/2023)
IAR
Michigan(4/25/2023)
RR
Texas(4/25/2023)
IAR
Texas(4/25/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2022
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.
