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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
Services
Financial planning
Portfolio management (individuals)
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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 →

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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.
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