James Poer
Chief Executive Officer at Kestra Advisory Services LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James Carey | M | 57 |
Kestra Financial Holdings LP
 Kestra Financial Holdings LP Investment ManagersFinance Kestra Financial Holdings LP provides insurance brokerage services and investment services. The company is headquartered in Greenwich, CT.
Kestra Financial Holdings GP LLC
 Kestra Financial Holdings GP LLC Investment ManagersFinance Kestra Financial Holdings GP LLC provides investment advisory and asset management services. The private company is based in Greenwich, CT. | - |
| Fayez Muhtadie | M | 46 |
Kestra Financial Holdings LP
Kestra Financial Holdings LP Investment ManagersFinance Kestra Financial Holdings LP provides insurance brokerage services and investment services. The company is headquartered in Greenwich, CT.
Kestra Financial Holdings GP LLC
Kestra Financial Holdings GP LLC Investment ManagersFinance Kestra Financial Holdings GP LLC provides investment advisory and asset management services. The private company is based in Greenwich, CT. | - |
| Jarryd B. Levine | M | - |
Kestra Financial Holdings LP
Kestra Financial Holdings LP Investment ManagersFinance Kestra Financial Holdings LP provides insurance brokerage services and investment services. The company is headquartered in Greenwich, CT.
Kestra Financial Holdings GP LLC
Kestra Financial Holdings GP LLC Investment ManagersFinance Kestra Financial Holdings GP LLC provides investment advisory and asset management services. The private company is based in Greenwich, CT. | - |
| Scott Spiker | M | - |
Financial Services Institute, Inc.
| 2 years |
| Edward Forst | M | - |
Financial Services Institute, Inc.
| 2 years |
| Stuart Silverman | M | - |
Bluespring Wealth Partners LLC
 Bluespring Wealth Partners LLC Investment ManagersFinance Bluespring Wealth Partners LLC engages in the acquisition of wealth management firms. It offers identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. The company is headquartered in Austin, TX. | 5 years |
| Vance Brown | M | - |
Kestra Advisory Services LLC
 Kestra Advisory Services LLC Investment ManagersFinance Kestra Advisory Services LLC (KAS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm is a direct subsidiary of Kestra Financial, Inc. KAS provides investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, insurance companies, and corporations and other business organizations. | 1 years |
| Stephen Langlois | M | - |
Financial Services Institute, Inc.
| 1 years |
| Amy Webber | F | - |
Financial Services Institute, Inc.
| 2 years |
| Jamie Price | M | 63 |
Financial Services Institute, Inc.
| 1 years |
| Libet Anderson | F | - |
Financial Services Institute, Inc.
| 1 years |
| Angela Osborne | F | - |
Bluespring Wealth Partners LLC
Bluespring Wealth Partners LLC Investment ManagersFinance Bluespring Wealth Partners LLC engages in the acquisition of wealth management firms. It offers identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. The company is headquartered in Austin, TX. | 3 years |
| Robert Milmore | M | - |
Financial Services Institute, Inc.
| 1 years |
| Gwen Weithaus | F | - |
Financial Services Institute, Inc.
| 1 years |
| Jodi Perry | F | - |
Financial Services Institute, Inc.
| 1 years |
| Tim Stinson | M | - |
Financial Services Institute, Inc.
| 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Shawn McLaughlin | M | 64 |
Financial Services Institute, Inc.
| - |
| James Crowley | M | - |
Financial Services Institute, Inc.
| - |
| Kent Christian | M | - |
Financial Services Institute, Inc.
| 7 years |
| Christopher Flint | M | - |
Financial Services Institute, Inc.
| - |
| Chris Perry | M | 62 |
Financial Services Institute, Inc.
| 4 years |
| Christopher Maryanopolis | M | - |
Financial Services Institute, Inc.
| - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 22 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- James Poer
- Personal Network
