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Jeremy Wayne Rabalais

Sound Income Strategies, LLC

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About Jeremy Wayne Rabalais

Jeremy Rabalais is an Investment Advisor Representative associated with Sound Income Strategies, LLC. Jeremy is registered with the state of California and Louisiana. Jeremy has been in the securities industry for over 16 years. Jeremy's firm specializes in providing financial planning and portfolio management for individuals, investment companies, and businesses. Jeremy's areas of expertise include investment planning, retirement planning, and asset allocation. The firm provides advisory services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Jeremy also provides educational seminars on financial planning and investment topics. If you are looking for an Investment Advisor Representative with a proven track record of success, Jeremy Rabalais is a great choice.

Firm Information

Jeremy Rabalais is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Rabalais’s Registration & Firm History

CA

01/09/2023 - Present

Sound Income Strategies, LLC (San Jose CA)

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Licenses & Designations

IA

Issued 03/10/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Wayne Rabalais.
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