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JB
CFP

Jesse Bayarena

Kestra Private Wealth Services, LLC
26 Years of Experience
Victoria, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jesse Bayarena is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Victoria, TX, with 26 years of industry experience. Jesse 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
207 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

101 W Goodwin Ave, Suite 101, Victoria, TX, 77901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
April 2023 - Present · 3 yrs 6 mos
Kestra Private Wealth Services, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - April 2023 · 3 yrs 6 mos
Avantax Advisory Services
October 2019 - April 2023 · 3 yrs 6 mos
1st Global Advisors INC
December 2008 - October 2019 · 10 yrs 10 mos
1st Global Capital CORP.Broker
February 2006 - October 2019 · 13 yrs 8 mos
Comerica Securities
January 2005 - February 2006 · 1 yr 1 mo
Comerica SecuritiesBroker
January 2005 - February 2006 · 1 yr 1 mo
TD Waterhouse Investor Services, INC.
May 2003 - November 2004 · 1 yr 6 mos
TD Waterhouse Investor Services, INC.Broker
May 2002 - November 2004 · 2 yrs 6 mos
H&r Block Financial Advisors, INC.Broker
March 2000 - March 2002 · 2 yrs
State Registrations11 states
COFLILKSMANCNVOHOKTXWI
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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