Jeffrey Paul Fogle
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Kestra Advisory Services, LLCFeb 2022 to now
- Kestra Investment Services LLCMay 2021 to now
- Gwfs Equities, Inc.Jan 2021 to Apr 2021
- Massachusetts Mutual Life Insurance CompanyJan 2013 to Jan 2021
- MML Distributors, LLCJan 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4547145
- Firm CRD
- 283330