James Steven De kruif
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, LLCNov 2020 to now
- Kestra Investment Services, LLCNov 2020 to now
- Retire DsmNov 2020 to now
- LPL Financial LLCAug 2019 to Nov 2020
- UnemployedMay 2019 to Jun 2019
- Franklin Templeton DistributorsMar 2007 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 2964242
- Firm CRD
- 283330