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Kestra Financial

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Kestra Financial reviews

2.2

24% would recommend to a friend

(180 total reviews)
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James Poer

24% approve of CEO

26% positive business outlook

Kestra Financial has an employee rating of 2.2 out of 5 stars, based on 180 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Kestra Financial employee rating is 41% below average for employers within the Financial Services industry (3.7 stars).

Reviews by job title

180 reviews
1.0
Dec 1, 2023

CEO is egomaniac

Recommend
CEO approval
Business Outlook

Pros

Will get to work with some good people (who are not James)

Cons

James the CEO is an egomaniac. Refuses to learn peoples names. Why would you when you only care about yourself? He openly replied to a employee question in a company wide townhall that they would not support abortion access for Texas employees who need it (in line with his promise to keep costs at an absolute minimum to keep his Warburg Pincus overlords happy). He also cares a whollle lot about keeping his conservative financial advisors very happy. They would loose their heads if James or Kestra ever supported that. Gets very pissy and disgruntled when industry publications post something less than favorable about him. You should’ve seen his reaction when a website wrote how “Kestra's debt is soaring” . He puts on a how dare they disrespect me do they know who I am attitude and refuses to talk to the publication ever after. Also insists upon employees being in office to make himself feel sooo powerful when he walks around HIS beloved office. The rest of mgmt couldn’t care less about being in office but have to kiss the ring.

1.0
Apr 9, 2026

Toxic micromanagement environment

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I did not find any meaningful advantages working at this company. It feels quite average - nothing that stands out positively compared to others in the industry - while the downsides are significant and consistent.

Cons

The corporate culture here strongly rewards blind loyalty over actual results and performance. If you value your time, self-respect, and real opportunities for professional growth, this may not be the right place for you. Many of the positive reviews appear to have been submitted under pressure from management. They tend to be vague and generic ("great team," "keep up the good work"). In contrast, the negative reviews consistently describe the same serious issues, with details that are too specific and repetitive to be fabricated. Key concerns include: 1. Lack of proper onboarding and training. 2. Outdated technologies and processes (with only a few minor exceptions). 3. Middle management that blindly follows directives from above without understanding or being able to explain the "why" to their teams. 4. Extremely rigid office policy: 4 days in the office per week with very limited remote flexibility. Working from home is generally not allowed even if you're sick or need to visit family in another city for a couple of weeks. 5. On top of that, the company uses ActivTrak software to monitor employee activity. This, combined with the strict in-office requirements, creates a toxic micromanagement environment - your manager (and the software) decide whether you're being "productive," regardless of your actual output or results. Overall, the combination of these factors creates a frustrating environment for anyone who wants autonomy and trust in how they deliver their work.

1.0
Feb 3, 2026

Forced Positive Reviews Incoming

Recommend
CEO approval
Business Outlook

Pros

See below cons for update.

Cons

Please know that employees are actively being solicited to write a positive Glassdoor review by senior leadership, with a paced cadence so that they can tell when each department is or isn’t sending in their reviews. You may see a couple 4-5 star reviews pop up - I noticed the most recent five star review mentions how ActivTrak was installed to “preserve a Friday work from home day.” The translation on this is: we use ActivTrak as an excuse to make HR relevant. Does that sound like a review a sincere human being would write? Kestra can give any work from home days it wants. It chooses not to, and that’s fine. Please do not work here if you do not have to. Things like this are what the executive staff are focused on - not serving advisors , growing the business, or allowing the employee experience to breathe - but instead taking the shortcut to make a mess go away. A 2.2 star average is one of the lowest I’ve seen on Glassdoor for the volume of reviews Kestra has.

Viewing 4 - 6 of 180 Reviews

Glassdoor has 208 Kestra Financial reviews submitted anonymously by Kestra Financial employees. Read employee reviews and ratings on Glassdoor to decide if Kestra Financial is right for you.