DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JASON COLIN PATRICK

Advisor at KESTRA ADVISORY SERVICES, LLC

AUSTIN, TX | NEWPORT BEACH, CA | Encinitas, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfff0890-5911-557e-e0d9-e3d40d7b9266

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KESTRA ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Aug 5, 2005
First registration: Jan 14, 2009
Dual registered: yes, broker-dealer
Other names: JASON DANIEL FLANNERY
IAPD individual key: 5001982

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	n/a	yes	NEWPORT BEACH, CA\|Encinitas, CA\|AUSTIN, TX	Current employment
FINANCIAL TELESIS, INC.	Former SEC adviser	Jan 6, 2014	Aug 22, 2014	no	SAN RAFAEL, CA\|NEWPORT BEACH, CA	Previous registration
USI ADVISORS	Institutional manager	Mar 3, 2009	Jan 30, 2014	no	IRVINE, CA\|GLASTONBURY, CT	Previous registration
USI SECURITIES, INC.	No RAUM reported	Jan 14, 2009	Mar 2, 2009	no	GLASTONBURY, CT\|IRVINE, CA\|IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL TELESIS, INC.	KESTRA ADVISORY SERVICES, LLC	Aug 22, 2014	Apr 19, 2016	606	Firm change after gap	Other
USI ADVISORS	FINANCIAL TELESIS, INC.	Jan 30, 2014	Jan 6, 2014	-24	Firm change	Other
USI SECURITIES, INC.	USI ADVISORS	Mar 2, 2009	Mar 3, 2009	1	Firm change	Other

Relationships

Registered with (4)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Apr 19, 2016 to presentfactForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jan 6, 2014 to Aug 22, 2014factForm ADV
→ USI ADVISORSRegistered adviserregistration: previous registration
Mar 3, 2009 to Jan 30, 2014factForm ADV
→ USI SECURITIES, INC.Registered adviserregistration: previous registration
Jan 14, 2009 to Mar 2, 2009factForm ADV

Dated events

No dated event names this entity yet.