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Jake M Mizrahi

Kestra Private Wealth Services, LLC

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About Jake M Mizrahi

Jake Mizrahi is a registered representative with Kestra Private Wealth Services, LLC based in Austin, Texas. Jake has been in the financial industry since 2023 and is a Series 66, Series 7TO and SIE licensed professional. He is a client services specialist working for First Point Financial Management. He is also licensed in the state of California as both a broker-dealer and an investment advisor. Jake specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.

Firm Information

Jake Mizrahi 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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Jake Mizrahi’s Registration & Firm History

TX

02/28/2024 - Present

Kestra Private Wealth Services, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 02/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake M Mizrahi.
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