Jacob Michael Forschein
Investment adviser representative at Kestra Advisory Services, LLC
17 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Jacob Michael Forschein? Claim your profile
Contact this firm
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, LLCJun 2023 to now
- Kestra Investment Services LLCJun 2023 to now
- Intervest International Equities CorpApr 2019 to Jun 2023
- UnemployedDec 2017 to Apr 2019
- Westinghouse Electric CompanySep 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7111908
- Firm CRD
- 283330