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Justin Alan Bundza

Kestra Advisory Services, LLC

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About Justin Alan Bundza

Justin Bundza is a financial advisor with over 20 years of experience in the industry. Justin is currently registered with Kestra Advisory Services, LLC, and has a strong background in financial planning, portfolio management, and pension consulting. Justin has a wide range of experience working with individuals, families, businesses, and pension and profit-sharing plans. Justin is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Justin Bundza 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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Justin Bundza’s Registration & Firm History

FL

04/13/2022 - Present

Kestra Advisory Services, LLC (Port Orange FL)

FL

06/27/2002 - 04/20/2022

LPL FINANCIAL LLC (PORT ORANGE FL)

MO

01/12/2000 - 06/28/2002

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 04/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 04/20/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Alan Bundza.
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