![Jason Bourgeois, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
Jason Bourgeois (CRD# 6487960) is an Investment Advisor Representative working at Prudential Financial Planning Services in Metairie, LA and has over 8 years of experience in the finance industry.
![Keith Deane, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
CRD# 5662176
Deane Retirement Strategies, Inc.
![Michael Kreimer, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
CRD# 1451905
Newedge Advisors
![Todd Tillery, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | Metairie, LA | Dec 2018 - Current | 5 |
Pruco Securities, LLC | Metairie, LA | Nov 2018 - Current | 5 |
Unemployed | Laplace, LA | May 2018 - Nov 2018 | < 1 |
Sgs Psc | Baton Rouge, LA | May 2017 - May 2018 | 1 |
Unemployed | Laplace, LA | Apr 2017 - May 2017 | < 1 |
New York Life Insurance Co | Ridgeland, MS | May 2015 - Mar 2017 | 1 |
Nylife Securities LLC | Ridgeland, MS | May 2015 - Mar 2017 | 1 |
Homemaker | Starkville, MS | Aug 2014 - May 2015 | < 1 |
Academy Sports And Outdoors | Slidell, LA | Oct 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2015 |
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- LA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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