Hamilton, NJ 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
1000 Waterview Drive, Suite 202
Hamilton NJ 08691
Advisors at this office
3
Advisors at this office
James K
Series 66
Hamilton, NJ
Kestra Advisory
James Kozik is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has worked with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2020. In addition to his advisory role, Kozik is a general partner at New Century Tax & Accounting Services, where he manages bookkeeping, tax preparation, and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, and serves clients including sovereign wealth funds through multiple management platforms and third-party solutions.
Robert J
Series 63, Series 65
Hamilton, NJ
Kestra Advisory
Robert Johnson is a Senior Financial Consultant at Kestra Advisory with 26 years of industry experience. He has worked with Kestra Advisory since 2017 and was previously with Cadaret, Grant & Co., Inc. for eight years. Outside of advisory roles, he is involved with New Century Tax and Accounting LLC, providing income tax preparation services for individuals and small businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting recommended investments with due diligence and offering access to multiple management platforms and complex product solutions.
Baylis J
CFP®, Series 66
Hamlton, NJ
Kestra Advisory
Baylis Jadamec is a CFP®-certified financial advisor with Kestra Advisory Services, LLC, with three years of industry experience. He has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, Merrill, and Bloomberg LP. Outside of advisory work, Jadamec also provides tax preparation services for individuals and businesses and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include sovereign wealth funds and other large institutional investors.
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