JP
ChFC
JP
ChFC

John Pink

28 Years of Experience
Austin, TX
BrokerSells Insurance

John Pink is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 28 years of industry experience. John 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 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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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 science team advisor at OA Todd Middle School and a broker at Ash Brokerage. He is also an owner and financial advisor at J. Pink Associates, Inc., an investment advisor representative at Kestra Advisory Services, LLC, and refers health insurance business to Colangelo Group Inc.

Employment History
Current Registrations
Kestra Advisory Services, LLC
June 2021 - Present · 4 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
1717 Capital Management Company
May 2003 - June 2007 · 4 yrs 1 mo
1717 Capital Management CompanyBroker
October 1998 - June 2007 · 8 yrs 8 mos
Eq Financial Consultants, INC.Broker
September 1998 - October 1998 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
September 1998 - October 1998 · 1 mo
Bt Alex. Brown IncorporatedBroker
September 1997 - August 1998 · 11 mos
Royce Investment Group, INC.Broker
February 1997 - August 1997 · 6 mos
State Registrations19 states
CACOCTDEFLLAMANCNJNVNYOHOKPARISCSDTXVA
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.
John Pink - Financial Advisor | TrueAdvisor