Jeffrey Paul Artherholt
Investment adviser representative at Kestra Advisory Services, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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
21 years in the industry.
- Kestra Advisory Services, LLCOct 2024 to now
- Kestra Investment Services, LLCOct 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2024
- Woodbury Financial Services IncJul 2018 to Jan 2024
- Mid Atlantic Benefit StrategiesSep 2003 to Jul 2018
- Mid-atlantic Resources GroupSep 2003 to Jul 2018
- Minnesota LifeSep 2003 to Jul 2018
- Securian Financial Services Inc.Sep 2003 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 2958522
- Firm CRD
- 283330