Jayne Waida Di vincenzo
Investment adviser representative at Kestra Advisory Services, LLC
17 yearsExperience
4 statesRegistered in
CFP® certification, ChFC®Designations
$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
17 years in the industry.
- Kestra Advisory Services, LLCJul 2021 to now
- Kestra Investment Services, LLC.Jul 2021 to now
- Cambridge Investment Research Advisors, Inc.Jul 2020 to Jul 2021
- Cambridge Investment Research, Inc.Jul 2020 to Jul 2021
- Colonial River Wealth Management LLCMar 2020 to Jul 2020
- LPL Financial, LLCFeb 2009 to Jun 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (GA, TX, VA, WA).
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
- 3165173
- Firm CRD
- 283330