Oxbow Advisors
47yrs
Top advisor by experience in Austin
7yrs
Sam Javanmard
Financial advisor at Kestra Advisory Services
Sam Javanmard is a fiduciary financial advisor in Austin, Texas, with 7 years in the industry. After six years at Kestra Private Wealth Services, Sam joined Kestra Advisory Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Kestra Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowKestra Advisory Services, LLCCurrent firm
- 2020 – 2026Kestra Private Wealth Services, LLCPreviously
Questions to ask Sam
Tailored to Sam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sam
How do I contact Sam?
Call Kestra Advisory Services at 8445537872 and ask for Sam Javanmard. Sam works from the Austin, TX office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Sam hold?
Series 66. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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