Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bourgeois is a financial advisor with First Horizon Advisors, Inc. based in New Iberia, LA. Jon has been in the financial industry since 1999. Prior to joining First Horizon Advisors, Jon was a financial advisor at Infinex Investments, Inc. in New Iberia. Jon is registered with the states of Alabama, Arizona, Arkansas, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, Ohio, and Texas. Jon holds the Series 7, 6, 63, and 65 securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
LA
01/25/2021 - Present
First Horizon Advisors, Inc. (New Iberia LA)
LA
07/01/2016 - 01/22/2021
INFINEX INVESTMENTS, INC. (NEW IBERIA LA)
LA
11/07/2007 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (NEW IBERIA LA)
LA
10/18/2005 - 11/09/2007
PROEQUITIES, INC. (NEW IBERIA LA)
LA
09/22/1999 - 11/22/2005
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
IA
Issued 01/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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