linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jyl Brown

Kestra Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jyl? Claim Your Profile

About Jyl Brown

Jyl Brown is a financial professional with over 20 years of experience in the industry. Jyl is currently registered with Kestra Investment Services, LLC and has previously held registrations with Grove Point Investments, LLC, Securities America, Inc., Cor Clearing LLC, Ameritas Investment Corp., Legent Clearing, TD Ameritrade, Inc., Ameritrade, Inc. and Ameritrade. Jyl holds the Series 63, Series 27, SIE, Series 99TO and Series 7 licenses.

Firm Information

Jyl Brown 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jyl Brown’s Registration & Firm History

TX

09/11/2023 - Present

Kestra Investment Services, LLC (AUSTIN TX)

MD

09/15/2023 - 03/01/2024

GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)

MD

07/21/2021 - 09/13/2023

GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)

NE

11/19/2018 - 07/02/2021

SECURITIES AMERICA, INC. (LAVISTA NE)

NE

03/28/2016 - 11/12/2018

COR CLEARING LLC (OMAHA NE)

NE

02/08/2008 - 03/15/2016

AMERITAS INVESTMENT CORP. (LINCOLN NE)

NE

04/27/2006 - 01/11/2008

LEGENT CLEARING (OMAHA NE)

NE

04/22/2006 - 05/09/2006

TD AMERITRADE, INC. (OMAHA NE)

NE

01/02/2002 - 04/22/2006

AMERITRADE, INC. (OMAHA NE)

NE

07/07/2000 - 12/31/2001

AMERITRADE (BELLEVUE NE)

Not sure if Jyl Brown is right for you?

Licenses & Designations

BC

Issued 07/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/15/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 07/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jyl Brown.
Not sure if Jyl Brown is right for you?