AdvisorOS Directory
Claim Profile
JB

Jerry James Broussard

BROUSSARD FINANCIAL GROUP, LLC·KAPLAN, Louisiana
Unclaimed Profile
106 WEST VETERANS MEMORIAL DRIVE, KAPLAN, LA 70548CRD# 1230207Firm CRD# 123724
01

About

Jerry James Broussard is a registered financial advisor based in KAPLAN, Louisiana, affiliated with BROUSSARD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BROUSSARD FINANCIAL GROUP, LLC
BROUSSARD FINANCIAL GROUP, LLC
AUM
$100M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BROUSSARD FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1230207
Firm CRD# 123724
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KAPLAN?

Browse all registered financial advisors in KAPLAN, Louisiana or claim this profile if it's yours.

Browse KAPLAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jerry James Broussard offer?
Jerry James Broussard specializes in Financial Planning, Investment Management. Contact their office in KAPLAN, Louisiana for a consultation.
What are Jerry James Broussard's credentials?
Jerry James Broussard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry James Broussard located?
Jerry James Broussard is based in KAPLAN, Louisiana, working with BROUSSARD FINANCIAL GROUP, LLC. Their office serves clients in the KAPLAN metropolitan area and surrounding communities.
How does Jerry James Broussard charge for services?
Jerry James Broussard'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 BROUSSARD FINANCIAL GROUP, LLC?
BROUSSARD FINANCIAL GROUP, LLC has approximately 2 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile