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EVP, General Counsel · Kestra Investment Management, LLC.

Jeremy S. Carr

CRD 6695385 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Kestra Investment Management, LLC., an SEC-registered asset manager based in Austin, TX with $4.3 billion in regulatory assets, lists Jeremy S. Carr on its Form ADV as EVP, General Counsel, a control person. The SEC filings also name Jeremy at 3 other registered advisers.

Firms and roles

AtlasMembers

Jeremy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • Kara M. MurphyChief Investment Officer, EVP, Kestra Investment Management, LLC.
  • Stephen G. SmithChief Compliance Officer, Kestra Investment Management, LLC.
  • Jean-Luc DupontChief Information Security Officer, Kestra Investment Management, LLC.
  • Vinay KantEVP, Chief Digital Technology Officer, Kestra Investment Management, LLC.
  • Scott M. ZegersChief Financial Officer, Kestra Investment Management, LLC.

6 more people named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.