Advisor at Kestra Private Wealth Services, LLC
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Firm
Kestra Private Wealth Services, LLC
Location
Ponte Vedra Beach, FL 32082
Credentials
Series 63, Series 65
Industry experience
31 years
Gerald Ursrey is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 17 years at The Leaders Group, Inc. Outside of his advisory role, he is the managing partner of The Ursrey Companies LLC, through which he operates his insurance and securities business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services with access to multiple platforms and both in-house and third-party managed solutions.
Based on Kestra Private Wealth Services, LLC
Based on Kestra Private Wealth Services, LLC
Financial planning and consulting fees may be negotiated flat fees (specific amounts not disclosed).
Advisors may be registered representatives of affiliated broker-dealer Kestra IS and receive commissions on securities sales.
Hourly fees for financial planning and consulting services (specific rates not disclosed).
Subscription fees charged monthly, quarterly, or semi-annually for financial planning and consulting services (specific amounts not disclosed).
Account minimum: $10,000 (minimum account size for AdvisorChoice platform, waivable at discretion) Minimum fee: Minimum account fees of $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, and $350 for UMA accounts. Fee-only: Financial planning and consulting fees charged on hourly basis, percentage of assets, or negotiated flat fee; subscription fees billed monthly, quarterly, or semi-annually.
180 Library Blvd, Suite 102
Ponte Vedra Beach, FL 32082
Florida
Kestra Investment Services LLC
2022 - Present (4 years)
Kestra Advisory Services LLC
2022 - Present (4 years)
The Leaders Group, Inc.
2005 - 2022 (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
CFP®
Jacksonville, FL
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Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.
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CFP®
Ponte Vedra Beach, FL
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Saint Johns, FL
Create Wealth Financial Planning LLC
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