Jude Guerin

Current Employers

Employment History

• 01/2009 → 12/2024
  Apple Guerin Company
  Baton Rouge, LA
• 12/2024 → Present
  Kestra Investment Services
  Baton Rouge, LA

Other Businesses

NAME: Apple Guerin Company POSITION: Partner/Owner NATURE: Tax/Accounting/CPA; CPA, Tax Preparation, Bookkeeping; Bookkeeping Services, Power of Attorney and Declaration of Representative (IRS Form 2848) INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 01/01/2009 ADDRESS: 6421 Perkins Rd Bldg A, Ste 1B Baton Rouge, Louisiana 70808 DESCRIPTION: My duties include firm management tasks, such as employee reviews, firm strategy, budgeting decisions, hiring/firing, review of employee's work products. NAME: PFC 2 LLC POSITION: Partner NATURE: Real Estate; Rental/Leasing of Commercial or Residential Property(ies); Commercial Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/17/2019 ADDRESS: 6421 Perkins Rd Bldg A, Ste 1B Baton Rouge, Louisiana 70808 DESCRIPTION: I sign checks for bill payment as an authorized signor for the bank account. I agree with the Real Estate LLC conditions. NAME: MATT Holdings BR LLC POSITION: Limited partner NATURE: Real Estate; Rental/Leasing of Commercial or Residential Property(ies); Commercial Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2021 ADDRESS: 5233 Dijon Dr Ste A Baton Rouge, Louisiana 70808 DESCRIPTION: I'm a passive/silent partner in this entity. I agree with the LLC for Investment conditions. NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/08/2024 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Guermano LLC POSITION: Limited Partner NATURE: Real Estate; Rental/Leasing of Commercial or Residential Property(ies); Commercial Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2024 ADDRESS: 6421 Perkins Rd Bldg A, Ste 1B Baton Rouge, Louisiana 70808 DESCRIPTION: I'm a passive/silent partner in this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-21