Jody Zirn
Jody Zirn is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Stuart, FL, with 22 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
477 SE Riverside Drive, Stuart, FL, 34994
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Jody works as a registered sales assistant and producer for The Sade Group Private Wealth Management since 2015, and Riverside Private Wealth Management since 2024, handling customer service, assisting financial advisors, and managing portfolios. These activities take nearly all of Jody's time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bryant Investment Management Group, LLC
H. Beck, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ust Financial Services CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.