Alexander James Saulon

CFP

Kestra Advisory Services, LLC

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning

Kestra Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1370 advisors

Number of Clients

97,702 clients

Average Client Portfolio

$616K average

Assets Under Management

$60.2B

Fee Structure

Minimum Investment:$5K

Location

303 West Main Street, Suite 410, Freehold, NJ, 07728

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2003

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alexander sells fixed insurance products at the branch. This activity is investment-related.

Employment History

Current Registrations

Kestra Advisory Services, LLC

July 2025 - Present · 7 mos

Kestra Investment Services, LLCBroker

July 2025 - Present · 7 mos

Previous Registrations

Commonwealth Financial Network

October 2016 - July 2025 · 8 yrs 9 mos

Commonwealth Financial NetworkBroker

September 2016 - July 2025 · 8 yrs 10 mos

Securities America, INC.Broker

August 2008 - September 2016 · 8 yrs 1 mo

Securities America Advisors, INC.

August 2008 - September 2016 · 8 yrs 1 mo

Multi-Financial Securities CorporationBroker

June 2005 - August 2008 · 3 yrs 2 mos

Multi-Financial Securities Corporation

June 2005 - August 2008 · 3 yrs 2 mos

J.P. Turner & Company, L.L.C.Broker

March 2002 - June 2005 · 3 yrs 3 mos

Global Capital Securities CorporationBroker

January 2001 - March 2002 · 1 yr 2 mos

Global Capital Markets, LLCBroker

October 1998 - January 2001 · 2 yrs 3 mos

State Registrations26 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.