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Brian Paul Jarosinski

Kestra Advisory Services, LLC

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About Brian Paul Jarosinski

Brian Jarosinski is a financial advisor with over 16 years of experience in the financial services industry. Brian is a Certified Financial Planner® and Chartered Financial Consultant who currently works with Kestra Advisory Services, LLC. Brian has been with Kestra Advisory Services, LLC since 2016 and has a wide range of experience with serving clients including individuals, high-net-worth individuals, corporations, and pension plans. Brian has been registered in multiple states, including Maryland, Texas, and California. Brian is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Previous to working with Kestra Advisory Services, LLC, Brian was also an advisor with Lincoln Financial Advisors Corporation, Morgan Stanley Smith Barney, and MetLife Securities, Inc.

Firm Information

Brian Jarosinski is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Jarosinski’s Registration & Firm History

MD

04/19/2016 - Present

Kestra Advisory Services, LLC (BETHESDA MD)

MD

12/11/2009 - 12/13/2013

METLIFE SECURITIES INC. (BALTIMORE MD)

MD

11/13/2009 - 12/14/2009

MORGAN STANLEY SMITH BARNEY (PIKESVILLE MD)

IN

09/16/2008 - 09/14/2009

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MD

01/01/2007 - 06/20/2008

LINCOLN FINANCIAL ADVISORS CORPORATION (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 01/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Paul Jarosinski.
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