Jaime Lynn Daggett
Investment adviser representative at Kestra Advisory Services, LLC
20 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
20 years in the industry.
- Kestra Advisory Services, LLCJul 2026 to now
- Kestra Adviasory Services, LLCJul 2026 to now
- Kestra Investment Services, LLCMay 2026 to now
- Coastline Wealth ManagementFeb 2025 to May 2026
- St. Joseph's UniversityJan 2025 to May 2026
- Lockhaven UniversityAug 2024 to Dec 2024
- Bj's Wholesale ClubJan 2024 to Jul 2024
- The BellportOct 2023 to Dec 2023
- UnemploymentOct 2022 to Oct 2023
- Splish SplashMay 2022 to Sep 2022
- UnemploymentMar 2006 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8040175
- Firm CRD
- 283330