Jason Priebe
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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
12 years in the industry.
- Kestra Investment ServicesllcAug 2025 to now
- Kestra Advisory Services, LLCMay 2025 to now
- Priebe Wealth, LLCJan 2023 to now
- Magnetic North Tax & AccountingMar 2022 to now
- Priebe Wealth Holdings, LLC dba Magnetic North AdvisorsJun 2020 to now
- LPL Financial, LLCOct 2016 to May 2025
- The Priebe Wealth Management Group (dba)Jun 2016 to Nov 2020
- Priebe Law PllcDec 2015 to Oct 2019
- The Priebe Group LLCApr 2015 to Nov 2020
- Towne Lake Traditional Homes Homeowners AssociationNov 2014 to May 2017
- Towne Lakes Community AssociationNov 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6265121
- Firm CRD
- 283330