John Dobies
Investment adviser representative at Kestra Advisory Services, LLC
10 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
10 years in the industry.
- Kestra Advisory Services, LLCDec 2025 to now
- Kestra Investment Services, LLCOct 2024 to now
- Merkel Wealth ManagementOct 2024 to Jun 2025
- OclcNov 2023 to Oct 2024
- DeloitteJun 2021 to Nov 2023
- Door DashJan 2021 to Jun 2021
- The Ohio State UniversityAug 2020 to Apr 2021
- Swensons Drive InsMay 2019 to Apr 2021
- ChipotleDec 2018 to May 2019
- Tommys PizzaAug 2017 to Dec 2018
- Smoothie KingMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7996121
- Firm CRD
- 283330