Jamie Michael Grupe
Investment adviser representative at Kestra Advisory Services, LLC
25 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
25 years in the industry.
- Kestra Advisory Services, LLCMay 2025 to now
- Kestra Advisory Service LLCMay 2025 to now
- Kestra Investment Service LLCMay 2025 to now
- Ameriprise Financial Services IncFeb 2019 to May 2025
- LPL Financial LLCDec 2010 to Feb 2019
- Mid America FinancialJan 2001 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent 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
- 3106745
- Firm CRD
- 283330