Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bourgeois is an active investment advisor representative with LPL Enterprise, LLC, a firm based in Fort Mill, South Carolina. Jason has been in the industry since 2015 and has experience with NYLIFE Securities LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. Jason is registered in Louisiana as both a broker and an investment advisor. Jason's specializations include financial planning, portfolio management for individuals and businesses, and educational seminars. Jason is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
11/14/2024 - Present
LPL Enterprise, LLC (METAIRIE LA)
LA
10/23/2015 - 04/04/2017
NYLIFE SECURITIES LLC (NEW ORLEANS LA)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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