TrueAdvisor
TrueAdvisor
JS
ChFC
JS
ChFC

Jamie Stone

Kestra Advisory Services, LLC
23 Years of Experience
Hingham, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jamie Stone is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Hingham, MA, with 23 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Hingham, MA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jamie is a director at MSW Financial Partners and StonMerica Enterprises, Inc., and an Investment Advisor Representative at Kestra Advisory Services, LLC. Jamie also owns and manages multiple real estate LLCs and refers property and casualty insurance.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
January 2007 - Present · 19 yrs 9 mos
Previous Registrations
NFP Advisor Services, LLC
January 2007 - September 2016 · 9 yrs 8 mos
Park Avenue Securities LLC
June 2003 - January 2007 · 3 yrs 7 mos
Park Avenue Securities LLCBroker
January 2003 - January 2007 · 4 yrs
State Registrations21 states
AZCACODEFLILMAMDMEMNNJNMNVNYOKORRITXVAWAWI
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.
More Advisors
More financial advisors in Hingham, MA →All financial advisors in Massachusetts →