Jeffrey Barry Lown
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Kestra Advisory Services, LLCJun 2022 to now
- Kestra Investment Services, LLCJun 2022 to now
- Janney Montgomery ScottNov 2019 to Jun 2022
- Cherry Hill Mortgage ManagementJun 2019 to Nov 2019
- Rutgers Business SchoolJul 2017 to May 2019
- Bloomberg L.P.Jul 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7199267
- Firm CRD
- 283330