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Jacob Taylor Evors

Kestra Private Wealth Services, LLC

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About Jacob Taylor Evors

Jacob Taylor Evors is a financial advisor registered with Kestra Private Wealth Services, LLC, and is also a registered representative of Kestra Investment Services, LLC. Jacob has experience in providing investment advice and financial planning services to clients. Jacob is licensed to sell insurance and has worked as an insurance advisor. Jacob's main focus is on helping clients achieve their financial goals by providing a comprehensive range of financial planning and investment management services.

Firm Information

Jacob Evors is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

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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Jacob Evors’s Registration & Firm History

TX

11/13/2023 - Present

Kestra Private Wealth Services, LLC (AUSTIN TX)

GA

03/16/2023 - 11/16/2023

AVANTAX INVESTMENT SERVICES, INC. (WAYCROSS GA)

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Licenses & Designations

BC

Issued 09/15/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Taylor Evors.
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