Joshua Blake Smith
Investment adviser representative at Kestra Private Wealth Services, LLC
15 yearsExperience
1 stateRegistered in
$13.5BFirm assets
15 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
15 years in the industry.
- Kestra Investment ServicesOct 2023 to now
- Kestra Private Wealth Services, LLCOct 2023 to now
- Cetera Advisor Networks LLCNov 2017 to Sep 2020
- United Capital Financial AdvisersOct 2011 to Oct 2023
- Girard SecuritiesOct 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
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
- 5151054
- Firm CRD
- 155193