Joseph Masino
Investment adviser representative at Kestra Advisory Services, LLC
13 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
13 years in the industry.
- Kestra Advisory Services, LLCJun 2026 to now
- Jfg Family OfficeJul 2025 to May 2026
- Jfg Wealth ManagementJul 2025 to May 2026
- Pennington Partners & Co.May 2024 to Jun 2025
- Rios PartnersApr 2023 to Apr 2024
- UnemployedOct 2022 to Apr 2023
- JPMorgan Securities LLCNov 2020 to Sep 2022
- JPMorgan Chase Bank, N.A.May 2019 to Sep 2022
- J.P. Morgan Securities LLCMay 2019 to Nov 2020
- Ipreo By Ihs MarkitJun 2017 to Apr 2019
- Ithaca ColllegeAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7127224
- Firm CRD
- 283330