John William Griffin
Investment adviser representative at Kestra Private Wealth Services, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Kestra Private Wealth Services, LLCApr 2025 to now
- Kestra Investment Services LLCApr 2025 to now
- The First Bank, AnbaMar 2021 to Apr 2025
- Raymond James Financial Services Advisors, IncJan 2009 to Apr 2025
- Raymond James Financial Services, Inc.Mar 2001 to Apr 2025
- Southwest Georgia BankMar 2001 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (GA).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2750040
- Firm CRD
- 155193