Jeffrey Bronner
Investment adviser representative at Kestra Advisory Services, LLC
10 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
10 years in the industry.
- Kestra Advisory Services, LLCOct 2024 to now
- Kestra Investment Services LLCOct 2024 to now
- Sojourn Wealth Management, LLC.Oct 2024 to Oct 2024
- AgiaDec 2022 to Oct 2024
- Valic Financial Advisors, Inc.Jul 2021 to Oct 2024
- Knox County SchoolsJan 2020 to Jul 2021
- Costco WholesaleAug 2015 to Jun 2021
- University of Tennessee and Pellissippi State Community CollegeAug 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7358057
- Firm CRD
- 283330