Joseph Jerome Ceasar

Current Employers

Employment History

• 02/2015 → 04/2017
  Investors Of The Kingdom Llc
  Lufkin, TX
• 04/2015 → 02/2021
  Semita Asset Management
  Houston, TX
• 11/2022 → Present
  Kovar Wealth Management
  Lufkin, TX
• 09/2014 → Present
  Legal Institute For Financial Education
  Lufkin, TX

Previous Registrations

• 2022-11-29 → 2024-12-31
  11 Financial
  Lufkin, TX
• 2015-06-08 → 2021-02-01
  Semita Asset Management
  Houston, TX
• 2015-05-13 → 2017-07-06
  Investors Of The Kingdom Llc
  Lufkin, TX
• 2011-09-22 → 2015-07-06
  Caz Investments L.P.
  Houston, TX
• 2010-07-02 → 2011-10-24
  Inroads Capital Management Llc
  Houston, TX
• 2005-07-06 → 2006-03-03
  Chase Investment Services Corp.
  Houston, TX
• 2005-04-22 → 2005-07-06
  Banc One Securities Corporation
  Cypress, TX
• 2004-11-01 → 2005-04-14
  Citigroup Global Markets Inc.
  Houston, TX

Other Businesses

JOSEPH CEASAR IS THE PRESIDENT OF THE BOARD OF DIRECTORS OF THE LEGACY INSTITUTE FOR FINANCIAL EDUCATION, NOT FINANCIAL RELATED, A NON-PROFIT (501(C)3) ORGANIZATION. - IOTK Holdings LLC - Non-investment related - Lufkin, TX - Real estate development - Managing member - March 2015 - 3 hours per month, no hours spent during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-01
• S63 Uniform Securities Agent State Law Examination
  2004-03-26

Other Names

• Joe Ceasar