Joseph N Kerr

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Nylife Securities Llc
  Austin, TX
• 11/2011 → Present
  New York Life Insurance Co
  Austin, TX
• 08/2008 → Present
  Health Insurance Broker
  Austin, TX
• 04/2012 → 06/2017
  Kerr Insurance Group, Llc
  Round Rock, TX
• 06/2017 → Present
  Kerr Financial Services, Llc
  Austin, TX
• 01/2020 → 08/2021
  Cadence Wealth Management, L.L.C.
  Austin, TX
• 06/2023 → Present
  Eagle Strategies Llc
  Austin, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON REGISTERED INSURANCE PRODUCTS. THIS ACTIVITY IS NON-INVESTMENT-RELATED] [TASN INVESTMENT COMPANY; VICE PRESIDENT; A STUDENT HOUSING FOR FRATERNITY. THIS COMPANY PROVIDES HOUSING FOR STUDENT ORGANIZATIONS; PROVIDES ALUMNI FUNDRAISING (FOR TAILGATE FOOTBALL GAME TO RAISE FUNDS). PURCHASE HOUSES & LEASES HOUSES TO STUDENT ORGANIZATIONS. LEASE IS NOT FOR PROFIT, ONLY TO COVER MORTGAGE, MAINTENANCE, INSURANCE & PROPERTY TAX. PRIMARY FUNCTIONS TO CHAIR & ATTEND BOARD MEETINGS. MYSELF & PRESIDENT HAVE AUTHORITY TO SIGN LEASES. I DO NOT HAVE MAJORITY VOTE] [KERR RANCH LP, PO BOX 1181, DEL RIO, TX 78840 (FAMILY OWNED, GRANDMOTHER AND FATHER) -EMPLOYEE PART TIME WAGES, 8 HOURS PER MONTH (4 DURING 9:30EST-4:00). AGRICULTURAL CATTLE RANCH. MAINTAIN HEALTH OF LIVESTOCK THROUGH FEEDING DIETARY SUPPLEMENTS, INNOCULATIONS AND APPLICAION OF PEST-DETERENTS. WORK AS NEEDED, NORMALLY WEEKENDS] [OPERATING UNDER THE DBA NAME OF KERR FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AUSTIN, TX; START DATE: 06/2017] [Austin CAN Academy; Charter school to re-engage former drop out students to get highschool diploma.; 2406 Rosewood Ave., Austin TX 78702; Start Date 04/2017; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Metropolitan Breakfast Club; The club is meets weekly to hear a speaker on a general topic that is relevant to residents of the Austin Metro Area.; 2108 Robert Dedman Dr., Austin, TX 78712; Start Date 07/2022; Role/Title: Officer; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; president] [NAIFA - Texas; Professional Association; 1250 S. Capital of Texas Highway, Bldg. 3, Suite 400 Austin, TX 78746; Start Date 01/2024; Role/Title: Officer Secretary-Treasurer; Investment Related; 12 hours per month; 4 hours per month during securities trading hours; chair of the committee that is responsible for oversight of the organizations financial position, including monitoring revenues and expenses, as well as ensuring proper document taking and retention of organization meetings and events]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-13
• S63 Uniform Securities Agent State Law Examination
  2012-02-06

Other Names

• Joe N Kerr