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Ronald Harris McNeese Jr

Investment Adviser Representative at Kestra Advisory Services, LLC

St Simons Island, GACRD #2636676Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ronald Harris Mcneese Jr. is an investment adviser representative with Kestra Advisory Services, LLC in St Simons Island, GA, where they have been registered since 2022. They have worked in the securities industry since 1995 and have been registered with 6 firms, including BCG Securities, Inc. and Temenos Advisory, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia and Texas.

Office

5500 Frederica Road, Suite 1201
St Simons Island, GA 31522

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, Texas
Broker:
12 states and territories

Alabama, Florida, Georgia, Indiana, Maryland, Missouri, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 11/3/1995
Series 7
General Securities Representative Examination
Passed 8/30/1995

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kestra Advisory Services, LLCCurrent
10/20/2022 – St Simons Island, GA
BCG Securities, Inc.
9/9/2015 – 10/10/2022St. Simons, GA
Temenos Advisory, Inc.
4/10/2015 – 9/22/2015St. Simons Island, GA
Temenos Advisory, Inc.
1/15/2014 – 12/31/2014Litchfield, CT
Temenos Advisory, Inc.
1/2/2013 – 12/31/2013Litchfield, CT
Raymond James Financial Services Advisors, Inc
1/2/2009 – 4/30/2010Brunswick, GA
Raymond James Financial Services
8/9/2006 – 1/2/2009Brunswick, GA
Wachovia Securities, LLC
9/14/2004 – 8/4/2006Pooler, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. BCG Securities, Inc.
    Sep 2015 – Oct 2022Cherry Hill, NJ
  2. Kestra Investment Services, LLC
    Oct 2022 – no end date reportedSt. Simons Island, GA
  3. Kestra Advisory Services Inc
    Oct 2022 – no end date reportedSt. Simons Island, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Kestra Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,427
Offices listed on AdvisorFinder:
26
Main office:
Austin, TX
SEC file number:
801-56126

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

Other advisors at Kestra Advisory Services, LLC

Showing 12 of 1,427 in the directory

View Kestra Advisory Services, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ronald Harris McNeese Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ronald Harris McNeese Jr (Kestra Advisory Services)