AY
CFP
AY
CFP

Andres Felipe Yepes

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634

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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

Andres works as an IAR for Kestra Advisory Services and provides financial advice and planning through Three Bridges Planning, dedicating full-time hours to each. He also volunteers as an ambassador for the Melbourne Regional Chamber, spending minimal time on this activity.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
May 2025 - Present · 9 mos
Kestra Investment Services, LLCBroker
May 2025 - Present · 9 mos
Previous Registrations
J. W. Cole Advisors, INC.
August 2019 - June 2025 · 5 yrs 10 mos
J.W. Cole Financial, INC.Broker
August 2019 - June 2025 · 5 yrs 10 mos
Raymond James & Associates, INC.
August 2016 - August 2019 · 3 yrs
Raymond James & Associates, INC.Broker
July 2016 - August 2019 · 3 yrs 1 mo
State Registrations11 states
ALCADCFLGAMDMIPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andres Felipe Yepes - Financial Advisor | TrueAdvisor