PPrivate Fund Data Log in Join · $37/mo

Kestra Financial, Inc.

OwnerJoule Financial, LLC

About Kestra Financial, Inc.

Kestra Financial, Inc. is listed as Owner at Joule Financial, LLC in Lexington, KY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Joule Financial, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Kestra Financial, Inc. work?

Kestra Financial, Inc. is listed as Owner at Joule Financial, LLC on SEC Form ADV.

How much of Joule Financial, LLC does Kestra Financial, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Joule Financial, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2017