Jennifer Erin San fillippo
Investment adviser representative at Kestra Advisory Services, LLC
19 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
19 years in the industry.
- Kestra Advisory Services, LLCJun 2023 to now
- Kestra Avisory Services, LLCJun 2023 to now
- Kestra Investment Services, LLCJun 2023 to now
- Cetera Advisors LLCSep 2022 to Jun 2023
- First Allied Advisory Services, Inc.Jul 2012 to Sep 2022
- First Allied Securities, Inc.Mar 2007 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 2948764
- Firm CRD
- 283330