JK
JK

Jeffery Kesting

20 Years of Experience
Sulphur Springs, TX
BrokerSells Insurance

Jeffery Kesting is a registered investment advisor at Independent Financial Group, LLC, based in Sulphur Springs, TX, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

Sulphur Springs, TX

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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.

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Other Business ActivitiesSells Insurance

Jeffery is an officer/director of Kesting Financial Services LLC, a DBA used for marketing purposes, spending nearly full-time on investment-related activities. He is also an insurance agent outside of IFG, dedicating minimal time to this activity, and buys/sells individual sports tickets.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Independent Financial Group, LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2018 - August 2021 · 2 yrs 10 mos
Cetera Advisor Networks LLCBroker
October 2018 - August 2021 · 2 yrs 10 mos
Cambridge Investment Research, INC.Broker
June 2018 - October 2018 · 4 mos
Cambridge Investment Research Advisors, INC.
June 2018 - October 2018 · 4 mos
Cetera Advisor Networks LLCBroker
November 2017 - June 2018 · 7 mos
Cetera Advisor Networks LLC
November 2017 - June 2018 · 7 mos
Girard Securities, INC.
August 2009 - November 2017 · 8 yrs 3 mos
Girard Securities, INC.Broker
July 2009 - November 2017 · 8 yrs 4 mos
AXA Advisors, LLC
October 2008 - July 2009 · 9 mos
AXA Advisors, LLCBroker
September 2008 - July 2009 · 10 mos
Aig Retirement Advisors, INC.
January 2006 - September 2008 · 2 yrs 8 mos
Aig Retirement Advisors, INC.Broker
March 2005 - September 2008 · 3 yrs 6 mos
State Registrations4 states
AZCAMNTX
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.