Columbia, SC Office
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Kestra Advisory
Enterprise
Firm-wide stats for Kestra Advisory
About
Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.
Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.
Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.
Based on Kestra Advisory
Expertise
Based on Kestra Advisory
Location
1724 St. Julian Place
Columbia SC 29204
Advisors at this office
2
Advisors at this office
Jason C
CFP®, Series 63, Series 66
Columbia, SC
Kestra Advisory
Jason Clayton is a CFP® professional with 24 years of experience in financial advisory services. He has worked with Kestra Advisory since 2016 and has longstanding ties to Kestra Investment Services and Beacon Group. Clayton is also the owner of Benefit Consultants and Administrators, Inc. dba Beacon Group, where he provides consulting, insurance, and record-keeping services for qualified retirement plans. Additionally, he serves on the finance committee of Lake Murray Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.
Jacqueline S
CFP®, Series 63
Columbia, SC
Kestra Advisory
Jacqueline Stirling is a CFP® professional with 35 years of experience in the financial services industry. She is currently with Kestra Advisory, where she has worked since 2016, and also owns Benefit Consultants and Administrators, Inc., a firm providing retirement plan recordkeeping and consulting services. Stirling is a partner in Beacon Properties, a real estate partnership based in Columbia, SC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides services such as fiduciary oversight, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.
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