Jason Patrick
Jason Patrick is a registered investment advisor at Kestra Advisory Services, LLC, based in Newport Beach, CA, with 20 years of industry experience. Jason 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
895 Dove Street, Suite 300,, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
November 2001Other Business ActivitiesSells Insurance
Jason is the Owner/CEO of Fiduciary Advisors, LLC, a business involved in registered rep activities, consulting, insurance, and investment advisory services. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating full-time hours to both roles.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Usi Advisors
Usi Securities, INC.
Usi Securities, INC.Broker
State Registrations12 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.