John Robert Mullett
Investment adviser representative at Kestra Advisory Services, LLC
17 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
17 years in the industry.
- Kestra Advisory Services, LLCJul 2019 to now
- Kestra Investment Services, LLCJul 2019 to now
- Pleasant Wealth LLCJul 2019 to now
- Hummel Wealth Management, LLCJun 2010 to Jul 2019
- O.N. Investment Management CompanyApr 2010 to Jul 2019
- The O.N. Equity Sales CompanyOct 2009 to Jul 2019
- Ohio National Financial ServicesAug 2009 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5725331
- Firm CRD
- 283330