Jamaal S Alexis
Investment adviser representative at Kestra Advisory Services, LLC
10 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
10 years in the industry.
- Kestra Advisory Services, LLCMay 2026 to now
- Kestra Investment Services, LLCMay 2026 to now
- UnemployedJan 2026 to May 2026
- J.P. Morgan Securities LLCJul 2023 to Dec 2025
- Pappas Restaurants, IncJun 2019 to Sep 2019
- Variable Annuity Life Insurance CompanyJan 2019 to Jun 2023
- AgiaDec 2017 to Jan 2019
- Valic Financial Advisors, Inc.Nov 2017 to Jun 2023
- UnemployedOct 2017 to Oct 2017
- Dollar/thrifty Rental CarMay 2017 to Sep 2017
- HertzDec 2016 to May 2017
- UnemployedOct 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6483580
- Firm CRD
- 283330