Logan Christopher Kerr

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 12/2014 → 06/2017
  Zacks Investment Management
  Chicago, IL
• 04/2016 → 06/2017
  Lbmz Securities, Inc.
  Chicago, IL
• 11/2017 → 01/2018
  Socialmatters.aI
  Austin, TX
• 02/2018 → 01/2020
  Charles Schwab & Co., Inc.
  Austin, TX
• 07/2017 → 09/2017
  Tender Hearts Homecare Services
  Knoxville, TN
• 01/2020 → 04/2024
  Kestra Investment Services, Llc
  Austin, TX
• 01/2020 → 04/2024
  Kestra Advisory Services, Llc
  Austin, TX
• 04/2024 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 04/2024 → Present
  Charles Schwab Bank, Ssb
  Austin, TX

Previous Registrations

• 2022-10-25 → 2024-04-02
  Kestra Investment Management, Llc.
  Austin, TX
• 2020-02-05 → 2022-09-28
  Kestra Advisory Services, Llc
  Austin, TX
• 2018-04-09 → 2020-03-06
  Charles Schwab & Co., Inc.
  Austin, TX
  Austin, TX
• 2016-02-09 → 2017-12-06
  Zacks Investment Management, Inc.
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-05
• S65 Uniform Investment Adviser Law Examination
  2016-02-09

Other Names

• Logan Kerr
• Logan Christopher Kerr