KESTRA PRIVATE WEALTH SERVICES

Robert Bartenstein

As the chief executive officer of Kestra Private Wealth Services, Rob is dedicated to providing experienced financial professionals with the services and support they need to start their own successful, independent businesses.

He began his career in financial services as a private banker and acted in that capacity for three firms, Donaldson, Lufkin & Jenrette, its successor Credit Suisse First Boston, and Merrill Lynch, establishing private banking offices for Credit Suisse and Merrill Lynch in the Washington, D.C. market. In 2008, he joined Morgan Stanley in an executive role to lead business development in California, Hawaii, and Nevada. In 2011, he left Morgan Stanley to help establish Washington Wealth Management, which rebranded as Kestra Private Wealth Services in 2016. Rob is a regular contributor to CNBC, Fox Business, and Bloomberg, as well as numerous industry publications.

A U.S. Army veteran, Rob graduated from Mary Washington College, magna cum laude. He holds a Juris Doctor from George Mason University School of Law.

Scott Wilson

Scott is the Senior Managing Director and COO of Kestra Private Wealth Services and currently serves on the Kestra Financial investment committee. Scott began his career as a financial advisor in 1986 at Edward Jones. After establishing a successful practice he moved into Sales and Senior Management roles with Merrill Lynch, Morgan Stanley and UBS. Scott opened and developed wire house offices throughout California and the Mountain States for many years prior to joining Washington Wealth Management (now Kestra Private Wealth Services) in 2011. He is a graduate of Rocky Mt. College.

Serena Kokka

A University of California, Irvine graduate, Serena has over 18 years of financial industry experience. Serena seamlessly manages advisor onboarding and manages day-to-day operations.

Kevin Foote

With 10+ years of independent advisor experience, Kevin is the lead on new office onboarding and Advisor business analysis. He graduated from the University of Arizona, holds a Series 7, 24,55, and 66.

Juliana Nadir

With many years of operational and administrative experience, Juliana heads a variety of key financial professional facing functions and corporate projects for KPWS. She received her undergraduate degree from San Diego State University with a dual B.A.Sc. in International Security and Criminal Justice.

Jasmine Yu

Jasmine D. Yu is the Director of Operations & Administration at Kestra Private Wealth Services (KPWS), where she oversees a range of operational functions to support advisors and streamline processes across the organization. Jasmine's role includes managing technology support, vendor relations, and financial oversight, as well as coordinating new office setups and handling real estate management for KPWS. She also leads advisor onboarding, ensuring a smooth transition and operational setup for new teams joining the platform.

She brings a background in Compliance and Legal Affairs from UT Austin, where she managed over 700 cases, enhancing her expertise in cross-departmental collaboration and process improvement. Jasmine excels at driving operational efficiency, cost reduction, and human capital development, focusing on creating seamless, responsive systems that align with KPWS’s strategic goals.

Jasmine graduated with a B.S. from the University of Texas at Austin in Human Development and Family Science, combining her analytical skills with a commitment to people-first service. Outside of work, she enjoys spending quality time with her family, including her son, a Navy Corpsman; her twin daughters; her high school senior daughter; and her two Blue Heelers.

Jack Kerstiens

Jack Kerstiens is the Operations & Administrative Coordinator, handling financial insights and analytics, supporting recruiting analysis, and managing vendor relationships. A graduate of the University of Arkansas, Jack finished at the top of his class with a degree in information systems, concentrating on business analytics and blockchain enterprise systems.He focuses on streamlining analytics processes for his team, aiming to make data more accessible and actionable. Outside of work, Jack spends his time outdoors, trying new activities and exploring different places.