Jason Scott Alicea
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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
15 years in the industry.
- Kestra Advisory Services, LLCDec 2024 to now
- Kestra Investment Services, LLCDec 2024 to now
- Farther Finance Advisors, LLCNov 2022 to Dec 2024
- Bank of America, N.A.May 2019 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Nov 2022
- 13d Asset ManagementMay 2018 to May 2019
- Hycroft AdvisorsMar 2018 to May 2018
- Infinity Q MgmtAug 2017 to Nov 2018
- Tocqueville Asset ManagementMar 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 2793107
- Firm CRD
- 283330