Andrew Blake Janni
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, LLCNov 2024 to now
- Kestra Investment Services, LLCNov 2024 to now
- Strategic Wealth DesignersFeb 2024 to Sep 2024
- Fidelity InvestmentsJun 2021 to Feb 2024
- DoordashMay 2019 to Apr 2021
- Marty B's Backyard BarbecueMay 2018 to Aug 2018
- University of ArkansasAug 2017 to May 2021
- Lewisville IsdAug 2016 to Jun 2017
- Lantana Golf ClubMay 2016 to Jan 2020
- Flower Mound High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7401565
- Firm CRD
- 283330