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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

JEREMY THOMAS HEAD

Advisor at CAPTRUST

New Orleans, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d42d22cf-d3fb-0f00-378c-552f8e262092

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2008 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 3, 2008
First registration: Jan 18, 2008
Dual registered: yes, broker-dealer
Other names: JEREMY THOMAS HEAD|JEREMY HEAD
IAPD individual key: 2595329

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
Captrust	Institutional manager	Jun 23, 2023	n/a	yes	New Orleans, LA	Current employment
SOUTHERN WEALTH MANAGEMENT LLP	Former SEC adviser	Jan 18, 2008	Oct 25, 2023	no	NEW ORLEANS, LA\|NEW ORLEANS, LA	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
SOUTHERN WEALTH MANAGEMENT LLP	Captrust	Oct 25, 2023	Jun 23, 2023	-124	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134714:175112:LA:2023-10-25	Oct 25, 2023	Jun 23, 2023	NEW ORLEANS, LA	Firm change after gap

Relationships

Registered with (2)

→ CAPTRUSTRegistered adviserregistration: current employment
Jun 23, 2023 to presentfactForm ADV
→ SOUTHERN WEALTH MANAGEMENT LLPRegistered adviserregistration: previous registration
Jan 18, 2008 to Oct 25, 2023factForm ADV

Dated events

Occurred
Oct 25, 2023
Advisor changed firm
Jeremy Thomas Head left Southern Wealth Management Llp for Captrust (registered 2023-06-23)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d42d22cf-d3fb-0f00-378c-552f8e262092
First observed: Jan 18, 2008
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEREMY THOMAS HEAD

Advisor at CAPTRUST

New Orleans, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d42d22cf-d3fb-0f00-378c-552f8e262092

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Jun 23, 2023

n/a

yes

New Orleans, LA

Current employment

SOUTHERN WEALTH MANAGEMENT LLP

Former SEC adviser

Jan 18, 2008

Oct 25, 2023

NEW ORLEANS, LA|NEW ORLEANS, LA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SOUTHERN WEALTH MANAGEMENT LLP

Captrust

Oct 25, 2023

Jun 23, 2023

-124

Firm change after gap

Other

Team

Left

Joined

From

Kind

134714:175112:LA:2023-10-25

Oct 25, 2023

Jun 23, 2023

NEW ORLEANS, LA

Firm change after gap