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Jesse Brian Rodrigue

FORTUNE 45, LLC.·GONZALES, Louisiana
Series 65Clean record12 years registeredFORTUNE 45, LLC.
39309 TOMMY MOORE RD, GONZALES, LA 70737CRD# 6352511Firm CRD# 170693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jesse Brian Rodrigue · GONZALES, LA
Registration
CRD #6352511 · FORTUNE 45, LLC. · 12 years registered
Brand Profile
Not yet started
01

Career History

FORTUNE 45, LLC.
Jul 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 25, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTUNE 45, LLC.
CRD 170693 · SEC 801-120997
AUM
$151M
Regulatory assets under management
Employees
4
838 client accounts
Services offered by FORTUNE 45, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORTUNE 45, LLC. →
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05

Frequently Asked Questions

What services does Jesse Brian Rodrigue offer?
Jesse Brian Rodrigue specializes in Financial Planning, Investment Management. Contact their office in GONZALES, Louisiana for a consultation.
What are Jesse Brian Rodrigue's credentials?
Jesse Brian Rodrigue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Brian Rodrigue located?
Jesse Brian Rodrigue is based in GONZALES, Louisiana, working with FORTUNE 45, LLC.. Their office serves clients in the GONZALES metropolitan area and surrounding communities.
How does Jesse Brian Rodrigue charge for services?
Jesse Brian Rodrigue's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTUNE 45, LLC.?
FORTUNE 45, LLC. has approximately 4 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
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Research
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