Julia Marie Smith
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Kestra Advisory Services, LLCSep 2026 to now
- Kestra Investment Services, LLCSep 2026 to now
- Cetera Investment Advisers LLCJun 2023 to Sep 2026
- Cetera Wealth Services, LLCJun 2021 to Sep 2026
- Voya Financial Advisors, Inc.Nov 2017 to Jun 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2017
- Morgan StanleyApr 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
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
- 5328623
- Firm CRD
- 283330