James Poer
Chief Executive Officer at Kestra Advisory Services LLC
Profile
James Lynn Poer is currently the Chief Executive Officer at Kestra Advisory Services LLC, Chief Executive Officer at Kestra Holdings, Chief Executive Officer at Bluespring Wealth Partners LLC, Director & Manager at Kestra Financial Holdings GP LLC, and Director at Kestra Financial Holdings LP.
Previously, he served as the President & Chief Executive Officer at Kestra Financial, Inc. from 2003 to 2020.
He also held the position of Director at Financial Services Institute, Inc. from 2016 to 2023.
Additionally, he was the President-Advisor Services Group at NFP Corp.
from 2003 to 2011 and President at NFP Securities, Inc. He obtained his undergraduate degree from Texas Christian University.
James Poer active positions
| Companies | Position | Start |
|---|---|---|
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. | Director/Board Member | - |
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. | Director/Board Member | - |
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. | Chief Executive Officer | 01/09/2020 |
Kestra Holdings
 Kestra Holdings Internet Software/ServicesTechnology Services Kestra Holdings is a wealth management platform provider for independent wealth management professionals across the United States. The company is based in Austin, TX and was founded in 1997. The company offers superior service, cutting-edge technology, and preeminent resources to help financial professionals succeed in the market. Kestra Holdings oversees $111.30 billion in assets under administration and supports more than 2,300 independent financial professionals in delivering comprehensive securities, trust, and investment advisory services to their clients. The CEO is James Lynn Poer. | Chief Executive Officer | - |
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. | Chief Executive Officer | - |
Former positions of James Poer
| Companies | Position | End |
|---|---|---|
| Financial Services Institute, Inc. | Chairman | 20/01/2022 |
Kestra Financial, Inc.
 Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX. | Chief Executive Officer | - |
| NFP Securities, Inc. | President | - |
| NATIONAL FINANCIAL PARTNERS CORP. | Corporate Officer/Principal | - |
Training of James Poer
| Texas Christian University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
NFP Corp.
 NFP Corp. Insurance Brokers/ServicesFinance NFP Corp. engages in the provision of insurance brokerage and consultancy services. It offers property and casualty, corporate benefits, estate planning, life insurance, international life insurance, long-term care insurance, personal insurance, and wealth management solutions. The company was founded by Robert L. Rosen in 1998 and is headquartered in New York, NY. | Finance |
| NFP Securities, Inc. | |
| Financial Services Institute, Inc. | |
Kestra Financial, Inc.
Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX. | Finance |
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. | Finance |
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. | Finance |
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. | Finance |
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. | Finance |
Kestra Holdings
Kestra Holdings Internet Software/ServicesTechnology Services Kestra Holdings is a wealth management platform provider for independent wealth management professionals across the United States. The company is based in Austin, TX and was founded in 1997. The company offers superior service, cutting-edge technology, and preeminent resources to help financial professionals succeed in the market. Kestra Holdings oversees $111.30 billion in assets under administration and supports more than 2,300 independent financial professionals in delivering comprehensive securities, trust, and investment advisory services to their clients. The CEO is James Lynn Poer. | Technology Services |
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