Jesse Bayarena
Jesse Bayarena is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 25 years of industry experience. Jesse 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
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Jesse is the owner and advisor at Ronin Wealth, engaging in financial planning and wealth management activities, including insurance. He is also the founder of Kaizen Tax Planning and Ronin Wealth LLC, spending about a quarter of his time and nearly full-time, respectively, on these ventures.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Comerica Securities
Comerica SecuritiesBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations9 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.