JP

James Poer

President & CEO

Kestra Financial

Austin, Texas


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Kestra Financial
Industry
financial services
Employees
380.0
Seniority
C suite
Annual Revenue
608000000.0

Professional Summary

James Poer serves as President & CEO at Kestra Financial. Kestra Financial operates in the financial services sector with approximately 380.0 employees. The company is headquartered in Austin, Texas. Kestra Financial generates annual revenue of 608000000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • We have verified contacts for 5 executives at Kestra Financial.
  • 6,856 executive contacts are available in Texas.
  • Our database includes 201,469 c suite-level executives.

Technologies

Cloudflare DNS Mimecast Pardot Microsoft Office 365 Microsoft Azure Hosting SalesLoft Atlassian Cloud Facebook Login (Connect) Bootstrap Framework Google Tag Manager DoubleClick Linkedin Marketing Solutions Google Analytics Google Dynamic Remarketing Adobe Media Optimizer DoubleClick Conversion Twitter Advertising Cedexis Radar Facebook Custom Audiences ASP.NET Mobile Friendly Google Font API AdRoll Hotjar Vimeo Facebook Widget Remote AI

Keywords

broker dealer services asset management services integrated technology platform advisor & staff training concierge service practice management independent broker-dealer financial services platform wealth management business consulting financial advisor support operational efficiency client transition support investment advisory services regulatory compliance financial growth strategies technology integration customized growth plans financial professional recruitment assets under management advisor engagement private wealth services client retention strategies business analytics financial planning portfolio construction wealth planning tools client experience enhancement service team model compliance management business succession planning performance metrics marketing strategy development digital marketing fintech solutions unique business consulting advisor onboarding streamlined operations investment solutions financial metrics analysis networking opportunities community of advisors custom technology platforms high-touch service model collaborative culture investment transactions processing entrepreneurial focus financial advisor independence data security standards client engagement strategies business value maximization industry-leading technology comprehensive service offerings independent financial services investment advisory broker-dealer services compliance support technology solutions financial professionals mutual funds variable insurance products retirement planning alternative investments consulting services personalized support collaborative community scalable platform advisor independence high-net-worth clients diverse investment strategies business growth tools client service financial advisors asset management financial planning tools investment transaction processing advisor-centric support integrated technology client outcomes industry endorsement financial professionals network investment management financial services b2b management consulting information technology & services marketing & advertising

Related Executives

KC
Kris Chester Executive Vice President + Chief Operating Officer at Kestra Financial
M
Mary Executive Vice President & Chief HR Officer at Kestra Financial
M
Mary Executive Vice President & Chief HR Officer at Kestra Financial
M
Mary Executive Vice President & Chief HR Officer at Kestra Financial

Outreach Guidance — financial services Sector

Financial services executives like James Poer prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Frequently Asked Questions

How do I reach James Poer directly?

James Poer's verified email address is available to MessageCEO Pro subscribers. They currently serve as President & CEO at Kestra Financial. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does James Poer work for?

James Poer is President & CEO at Kestra Financial, a company in the financial services sector with 380.0 employees. The company is based in Austin, Texas.

Can I pitch or sell to James Poer?

As President & CEO at Kestra Financial, James Poer is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach James Poer directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is James Poer in?

James Poer works in the financial services industry as President & CEO at Kestra Financial. MessageCEO provides verified contact information for executives across all major industries.

Is James Poer's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. James Poer's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: May 16, 2026

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans