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Jeffrey Scott Southern

Kestra Investment Services, LLC

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About Jeffrey Scott Southern

Jeffrey Southern is a financial professional who has been in the industry since 2023. He is a Registered Representative with Kestra Investment Services, LLC and is licensed in Colorado. He holds the Series 7TO and SIE securities licenses.

Firm Information

Jeffrey Southern is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Jeffrey Southern’s Registration & Firm History

CO

10/11/2023 - Present

Kestra Investment Services, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 10/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Southern.
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