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James Studinger

Kestra Advisory Services, LLC
30 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
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James Studinger is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Bloomfield Hills, MI, with 30 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

800 W Long Lake Rd, Ste 160, Bloomfield Hills, MI, 48302

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is the chair of Michigan Jumpstart, owner of EOG, LLC, and an independent contractor as an event speaker. He is also the owner of JPStudinger Group, LLC, providing registered rep activities, consulting, insurance, and investment advisory services, and an investment advisor representative with Kestra Advisory Services, LLC, dedicating nearly all of his time to these investment-related activities. James is also a member of the Lions Club and owner of JPStudinger Wealth Advisors.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2016 - Present · 10 yrs 5 mos
Kestra Investment Services, LLCBroker
August 2002 - Present · 24 yrs 2 mos
Previous Registrations
NFP Advisor Services, LLC
June 2010 - September 2016 · 6 yrs 3 mos
Linsco/private Ledger CORP.Broker
November 2001 - September 2002 · 10 mos
Hantz Financial Services, INC.Broker
June 1999 - November 2001 · 2 yrs 5 mos
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
Concord Brokerage Services, INC.Broker
October 1997 - December 1997 · 2 mos
American Express Financial Advisors INC.Broker
July 1996 - October 1997 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
July 1996 - October 1997 · 1 yr 3 mos
State Registrations16 states
CACOFLGAILINKSMAMEMINCNHSCTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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