Jack Alexander Schroeder
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, LLCJul 2026 to now
- Kestra Investment Services LLCMay 2026 to now
- Society for Lifetime PlanningOct 2025 to May 2026
- CannelleSep 2024 to Sep 2025
- Emerald Cultural InstituteMay 2024 to Aug 2024
- United States House of RepresentativesJan 2023 to Feb 2024
- Michigan House of RepresentativesAug 2021 to Jan 2023
- UnemployedFeb 2021 to Jul 2021
- CadcJul 2020 to Jan 2021
- Unemployed/studentSep 2018 to Jun 2020
- YmcaJun 2018 to Aug 2018
- Unemployed/studentSep 2017 to May 2018
- Boys and Girls Club of TroyJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8180017
- Firm CRD
- 283330