Brittany Jamon Scherer
Investment adviser representative at Kestra Advisory Services, LLC
11 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
11 years in the industry.
- Kestra Advisory Services, LLCAug 2020 to now
- Interlock FinancialAug 2020 to now
- Kestra Investment Services, LLCAug 2020 to now
- LPL Financial, LLCDec 2019 to Aug 2020
- Stratos Wealth Partners, LtdDec 2019 to Aug 2020
- Mass Mutual Life Insurance CoMar 2017 to Dec 2019
- MML Investors Services, LLCMar 2017 to Dec 2019
- Barnum Wealth ManagementMay 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6545833
- Firm CRD
- 283330