JW
Jeremy Wood
from Kestra Private Wealth Services, LLC
Jeremy Wood is a financial advisor based in Texas, Austin,
with 13 years of experience. Jeremy currently works for
Kestra Private Wealth Services, LLC.
Jeremy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Wood works at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC is a financial advisory firm based in Austin, Texas. It currently has approximately $4,467,222,346 of assets under management and employs about 119 people. Kestra Private Wealth Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, Texas, 78735
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