Jeremy Thomas Head

Current Employers

Employment History

• 06/2007 → 05/2023
  Southern Wealth Management, Lp
  Dallas, TX
• 02/2018 → 06/2024
  Southern Wealth Securities, Llc
  Dallas, TX
• 05/2023 → Present
  Capfinacial Partners Llc (Captrust)
  Raleigh, NC
• 01/2024 → Present
  Capfinacial Securities Llc
  Raleigh, NC

Previous Registrations

• 2008-01-18 → 2023-10-25
  Southern Wealth Management Llp
  New Orleans, LA
  New Orleans, LA

Other Businesses

1)DIXIE CHICKEN, LLC-a Louisiana LLC, formed in 1998, which holds rental property in Park City, Utah for real estate (non-securities) investment purposes. This entity is owned 100% by my wife and me. 2 hours per month during nontrading hours. 2) JENA INVESTMENTS, LLC-a Louisiana LLC, formed in 2010, which holds two rental properties in New Orleans, LA for real estate (non-securities) investment purposes. This entity is owned 100% by my wife and me. 2 hours per month during nontrading hours. 3) LOWELL PROJECT, LLC- a Louisiana LLC, formed in 2021, which owns rental property in Park City and will develop real estate (non-securities) investment purposes. This entity is owned by SJHC, LLC (see below) and two outside investors. 2 hours per month during nontrading hours. 4) SJHC, LLC- a Louisiana LLC, formed in 2014, which builds new construction for sale. For real estate (non-securities) investment purposes. This entity is owned 100% by my wife and me and our two children. 2 hours per month during nontrading hours. 5) 39 BLUESTEM, LLC- a Florida LLC, formed in 2010, which holds rental property in Florida for real estate (non-securities) investment purposes. This entity is owned 100% by my wife and me. 2 hours per month during nontrading hours. 6) Bear Partners SA LLP; Not investment related; 1826 N Loop 1604, San Antonio, TX; a Holding company; started 5/26/23; 1 hour per month; 1 hour during trading; partner 7) St. Charles Avenue Association; not investment related; Non Profit; 5500 Prytania st, #525, New Orleans, LA; Start date - 11/15/23; 2 hours per month, 0 during trading; board member duties 8) MCS Nore LLC - start 3/25/2015 acting as registered agent for service of process in Louisiana. Non-investment related, no compensation. Less than 1 hour per month. 9) Name: Trinity Episcopal Church; Address: 1329 Jackson Ave, New Orleans, LA 70130; Investment-Related: No; Nature: Church; Position/Title: Treasurer; Start: 03/15/2025; Hours/Month: 10; Hours during Market Hours: 3 Duties: Serve as Treasurer for the church 10) LOT 13, LLC LLC-a Louisiana LLC, formed in 2025, to purchase and develop a single family home in Utah for sale or rental. Non-Investment Related. This entity is owned 100% by my wife and me. 5 hours per month during nontrading hours; 1hour per month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-10
• S65 Uniform Investment Adviser Law Examination
  2008-03-03

Designations

Other Names

• Jeremy Thomas Head
• Jeremy Head