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Jerry Eugene Linebaugh

Prostatis Financial Advisors Group

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About Jerry Eugene Linebaugh

Jerry Eugene Linebaugh is an investment advisor representative at Prostatis Financial Advisors Group. Jerry has been in the financial services industry since February 2009. Jerry is licensed to provide investment advisory services in Louisiana. Jerry also holds a Series 65 license. In addition to his work at Prostatis Financial Advisors Group, Jerry is also the owner of Linebaugh Group DBA J Line Financial and a manager at Game Change Tax Pros.

Firm Information

Jerry Linebaugh is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Jerry Linebaugh’s Registration & Firm History

LA

12/22/2022 - Present

Prostatis Financial Advisors Group (Baton Rouge LA)

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Licenses & Designations

IA

Issued 07/13/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Eugene Linebaugh.
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