Jacob Leon
Jacob Leon is a CFP, PFS-designated registered investment advisor at Kestra Advisory Services, LLC, based in Bellaire, TX, with 27 years of industry experience. Jacob 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6750 West Loop South, Suite 790, Bellaire, TX, 77401
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Jacob owns Jacob M Leon CPA (tax/accounting), is a partner at Leon & Partners (consulting), and an employee at J Martin & Company P.C. (consulting/tax). Jacob also owns Jacob M Leon (insurance) and dedicates about half his time to TLC Wealth Management Inc and Kestra Advisory Services, LLC (investment advisory services).
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
Ims Securities, Inc.dba Ims Financial Advisors, INC
Proequities, INC.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.