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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Logan Christopher Kerr

Advisor at CHARLES SCHWAB & CO., INC.

Austin, TX

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Search this name across graphsid dfx:ria:a3b31da4-ed91-d606-5f5c-1408955ea566

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 9, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 9, 2016
First registration: Feb 9, 2016
Dual registered: yes, broker-dealer
Other names: LOGAN KERR|LOGAN CHRISTOPHER KERR
IAPD individual key: 6566499

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 30, 2024	n/a	yes	Austin, TX	Current employment
KESTRA INVESTMENT MANAGEMENT, LLC.	Asset manager	Oct 25, 2022	Apr 2, 2024	no	AUSTIN, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 5, 2020	Sep 28, 2022	no	AUSTIN, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 9, 2018	Mar 6, 2020	no	Austin, TX\|Austin, TX	Previous registration
ZACKS INVESTMENT MANAGEMENT, INC.	Mixed wealth	Feb 9, 2016	Dec 6, 2017	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA INVESTMENT MANAGEMENT, LLC.	CHARLES SCHWAB & CO., INC.	Apr 2, 2024	Apr 30, 2024	28	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	KESTRA INVESTMENT MANAGEMENT, LLC.	Sep 28, 2022	Oct 25, 2022	27	Firm change	Ibd to new firm
CHARLES SCHWAB & CO., INC.	KESTRA ADVISORY SERVICES, LLC	Mar 6, 2020	Feb 5, 2020	-30	Firm change	Ibd to ibd
ZACKS INVESTMENT MANAGEMENT, INC.	CHARLES SCHWAB & CO., INC.	Dec 6, 2017	Apr 9, 2018	124	Firm change	Other

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 9, 2018 to Mar 6, 2020factForm ADV
→ KESTRA INVESTMENT MANAGEMENT, LLC.Registered adviserregistration: previous registration
Oct 25, 2022 to Apr 2, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 5, 2020 to Sep 28, 2022factForm ADV
→ ZACKS INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 9, 2016 to Dec 6, 2017factForm ADV

Dated events

Occurred
Apr 2, 2024
Advisor changed firm
Logan Christopher Kerr left Kestra Investment Management, Llc. for Charles Schwab & Co., Inc. (registered 2024-04-30)
Form ADVobserved 6 days ago
Occurred
Sep 28, 2022
Advisor changed firm
Logan Christopher Kerr left Kestra Advisory Services, Llc for Kestra Investment Management, Llc. (registered 2022-10-25)
Form ADVobserved 6 days ago