Jeffrey Boudjouk
Jeffrey Boudjouk is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Cranston, RI, with 27 years of industry experience. Jeffrey 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
1000 Chapel View Blvd., Suite #200, Cranston, RI, 02920
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeffrey is a partner at Northeast Investment Group, providing financial advice and planning, and a member of Northeast Investment Group LLC, servicing and advising clients; these activities take up nearly all of his time. He also holds positions at St. Basil's Melkite Catholic Church, as a Notary Public, with JMB 052318 LLC, with Northeast Investment Group as a CDFA designee, and with the Paul G. Farley III Memorial Fund, each requiring minimal time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations23 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.