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JG
CFP
JG
CFP

John Griffin

Kestra Private Wealth Services, LLC
30 Years of Experience
Moultrie, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Griffin is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Moultrie, GA, with 30 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

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

Location

6 First Street SE, Moultrie, GA, 30223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a financial advisor at Inspired Wealth Planning, dedicating full-time hours to providing investment advice. He also holds several board member positions at various organizations, including Colquitt Regional Captive, Archway Partnership Colquitt County, Moultrie Housing Authority, Moultrie Leased Housing, First Baptist Church, and Colquitt Regional Medical Center, and owns Horseshoe Bend Property Investments.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
April 2025 - Present · 1 yr 6 mos
Kestra Investment Services, LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - April 2025 · 16 yrs 3 mos
Raymond James Financial Services
April 2003 - January 2009 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2001 - April 2025 · 24 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
July 1996 - April 2001 · 4 yrs 9 mos
State Registrations14 states
ALCAFLGAHIKYMSNCNJNMSCTNVAVT
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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