Kestra Financial:
An Independent Broker/Dealer with Insurance Roots

Recently Released!!!
Date Published: March 30, 2020
Summary PowerPoint Deck: 18 Slides
Reference PowerPoint Deck: 252 Slides

Kestra Financial was founded as Partners Securities in 1997. The company is based in Austin, TX. Kestra Financial has 200 employees, 154 rep offices, 1,876 reps, 308,000 accounts, $77.0 billion assets under administration, & $543 million revenues. Kestra Financial is led by its CEO James Poer & Chief Operating Officer Kris Chester. Its web site can be found at

This research addresses the key historical phases of Kestra Financial, including:
  • Partners Securities Phase
  • NFP Advisory Services Phase
  • Kestra Financial Phase
Its profile includes the key statistics of the company, including its number of offices, employees, rep offices, reps, clients, accounts, net new accounts, assets under administration, net new assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Kestra Investment Services
  • Kestra Advisory Services
  • Kestra Private Wealth Services

And its profile concludes with the highlights of its organizational structure & ownership.

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