| Owner | Title | From | %Ownership |
|---|---|---|---|
| Billeaud, Joseph, Steckler | Chief Investment Officer | 09/2004 | < 5% |
| Domingue, Ernest, Hille | Chief Compliance Officer | 12/2009 | < 5% |
| Holland, George, Whitfield | Director of Advisor Services | 01/2019 | < 5% |
| JSB Investment Holdings, Inc | Member | 03/2017 | 50-75% |
| Holland Investments, LLC | Member | 03/2017 | 10-25% |
| Harding Street Holdings, LLC | Member | 03/2017 | 10-25% |
| Gossen, Montgomery | Director of Financial Planning | 12/2020 | < 5% |
| Ycb, LLC | Member | 12/2020 | 5-10% |
| Gossen, Montgomery | Member | 11/2020 | > 75% |
| Billeaud, Joseph, Steckler | Member | 10/1991 | > 75% |
| Holland, George, Whitfield | Member | 12/2014 | > 75% |
| Domingue, Ernest, Hille | Member | 03/2008 | > 75% |
| Mcmenemon, Erin, Despot | Chief Growth Officer | 10/2021 | < 5% |
| Mcclure Despot, LLC | Member | 01/2022 | 5-10% |
| Mcmenemon, Erin, Despot | Member | 02/2022 | > 75% |
