Jack Elder, J.D., LL.M.

Jack Elder is Director of Advanced Markets for Kestra Insurance Planning and Senior Director Advanced Planning for CBS Brokerage, LLC.

Jack has more than 20 years of experience advising high-net-worth and privately held business clients on legal, tax, and trust matters. He has leveraged his legal expertise and deep industry knowledge to successfully navigate complex wealth transfer planning, business succession, executive compensation, and charitable giving for advisors and their clients.

Prior to joining CBS, Jack was Head of Advanced Sales for Crump Life Insurance Services, an estate planning attorney for WardChisholm, PC, and started his career with PWC.

Jack graduated from George Mason University School of Law and earned a Master of Studies in Law Taxation from Georgetown University Law Center. He is a frequent presenter to attorneys, CPAs, trust advisors, and insurance professionals across the country.

Kestra Investment Management LLC is an investment adviser registered with the Securities and Exchange Commission. Kestra IM is an affiliate of Kestra Holdings. Kestra IM provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers.

We are dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most respected firms. For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees of Kestra IM