Jesse David Bayarena
Investment adviser representative at Kestra Private Wealth Services, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.5BFirm 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
20 years in the industry.
- Kestra Private Wealth Services, LLCApr 2023 to now
- Kestra Investment Services LLCApr 2023 to now
- Avantax Advisory ServicesOct 2019 to Apr 2023
- Avantax Investment Services, Inc.Oct 2019 to Apr 2023
- 1st Global Advisors, Inc.Dec 2008 to Oct 2019
- Avantax Insurance Services, Inc.Sep 2007 to Apr 2023
- 1st Global Capital Corp.Feb 2006 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 4129147
- Firm CRD
- 155193