If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, many people struggle to tell if they're prepared for retirement. You may also feel that there is a lack of good financial information available to most individuals.
It's important to me, as a Wealth Advisor, that our process starts with you and is guided by your why so that together we craft a plan that's truly yours. By getting a thorough understanding of who you are and your vision moving forward, we can plan a course designed specifically for your wants and needs. No matter what life stage you're in, when you plan properly, goals and the path to retirement can become clearer. Peace of mind and financial confidence can be created.
At JD Prime Investment Services, we work to provide a relationship-driven approach to wealth management that ensures you feel heard and are seen as more than just a number. We specialize in guiding business owners, plant workers, families and individual investors across Louisiana through retirement transitions, life insurance reviews, tax strategies, estate planning and educational savings.
Take that step today and contact us. We look forward to serving you and your family.
General Information |
| Insurance License#: | 761096 |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| Name of Custodial Firm: | LPL FINANCIAL LLC |
| States Licensed in: | LA, TX |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Hourly, Based on Assets, Commissions, Flat Fee |
Education |
| Business Administration | Spring Hill College 09/06/1999-12/17/2004 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Disclaimer |
| Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliates. JD Bank and JD Prime Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using JD Prime Investment Services, and may also be employees of JD Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of JD Bank or JD Prime Investment Services. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 8:30 AM - 4:30 PM |
| Fri. | 8:30 AM - 1:00 PM |
| LA | TX |
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