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Jennifer Maria Valteau

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana
Unclaimed Profile
2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 3176214Firm CRD# 306876
01

About

Jennifer Maria Valteau is a registered financial advisor based in METAIRIE, Louisiana, affiliated with TRUWEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRUWEALTH ADVISORS, LLC
TRUWEALTH ADVISORS, LLC
AUM
$2.1B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at TRUWEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3176214
Firm CRD# 306876
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Maria Valteau offer?
Jennifer Maria Valteau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Jennifer Maria Valteau's credentials?
Jennifer Maria Valteau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Maria Valteau located?
Jennifer Maria Valteau is based in METAIRIE, Louisiana, working with TRUWEALTH ADVISORS, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Jennifer Maria Valteau charge for services?
Jennifer Maria Valteau's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUWEALTH ADVISORS, LLC?
TRUWEALTH ADVISORS, LLC has approximately 34 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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