Jeremy Head is a CFP-designated registered investment advisor, based in New Orleans, LA, with 19 years of industry experience.
Location
601 Poydras Street, Suite 1855, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is involved in several LLCs holding rental properties and developing real estate, including Dixie Chicken, LLC, Jena Investments, LLC, Lowell Project, LLC, SJHC, LLC, 39 Bluestem, LLC, and LOT 13, LLC. He also serves as a partner in Bear Partners SA LLP, a board member for St. Charles Avenue Association, a registered agent for MCS Nore LLC, and treasurer for Trinity Episcopal Church, dedicating a few hours per week to the church.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Capfinancial Securities, LLC.Broker
Southern Wealth Securities, LLCBroker
Southern Wealth Management LLP
Nylife Securities INC.Broker
State Registrations2 states
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