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JH
CFP
JH
CFP

Jason Hoover

Kestra Advisory Services, LLC
11 Years of Experience
Wichita, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Hoover is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Wichita, KS, with 11 years of industry experience. Jason 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

8080 E Central Ave., Wichita, KS, 67206

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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

Jason is a registered field assistant and insurance sales representative for Cohlmia Hoover Group, selling life insurance and long-term care insurance products, dedicating about 10% of his time to this role. Jason is also a field assistant for Fortis Advisors, spending full-time hours in this role, providing insurance and investment advisory services through Kestra Advisory Services, LLC.

Employment History
Current Registrations
Kestra Advisory Services, LLC
August 2018 - Present · 8 yrs 2 mos
Kestra Investment Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
George K. Baum & CompanyBroker
June 2016 - June 2018 · 2 yrs
Realty Capital Securities, LLCBroker
July 2013 - August 2014 · 1 yr 1 mo
Carey, Thomas, Hoover, & Breault, INC.Broker
June 2013 - July 2013 · 1 mo
State Registrations17 states
ARAZCOFLINKSMDMIMONCNENMOKTXUTWAWI
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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