Jeremy Thomas Head

CRD 2595329 · Captrust · New Orleans, LA

IA RegisteredBroker

Also appears in the source record as: Jeremy Head

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 63Series 65Series 24SIESeries 7Series 6
Registered states (2): Louisiana · Texas
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (6)

From the source registration record · current first

Capfinancial Securities, LLC.Current
New Orleans, LA · BD capacity

Jan 22, 2024 → present
CaptrustCurrent
New Orleans, LA · IA capacity

Jun 23, 2023 → present
Southern Wealth Securities, LLC
BD capacity

Aug 28, 2018 → Apr 16, 2024
Southern Wealth Management LLP
IA capacity

Jan 18, 2008 → Oct 25, 2023
Capfinancial Securities, LLC.
BD capacity

Jun 23, 2023 → Jul 17, 2023
Nylife Securities Inc.
BD capacity

Mar 17, 1995 → Oct 11, 1996

Source & corrections

Where this page comes from

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