Jonathan Abbuhl
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, LLCMay 2026 to now
- Kestra Investment Services LLCFeb 2022 to now
- Bendix Commercial Vehicle SystemsJan 2020 to Jan 2021
- Allyson's FlowersDec 2018 to Aug 2019
- Bowlilng Green State UniversityAug 2018 to Jun 2022
- Providence ChurchJun 2016 to Aug 2019
- Boiler SpecialistsJun 2016 to Aug 2018
- Westlake High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7495196
- Firm CRD
- 283330