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  2. New Iberia, LA
Jon Bourgeois, financial advisor New Iberia LA

Jon Bourgeois

CRD Number: 3249877
Current Firm: Infinex Investments, Inc.

Jon Bourgeois (CRD# 3249877) is an Investment Advisor Representative working at Infinex Investments, Inc. in New Iberia, LA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Horizon Advisors New Iberia, LA Jan 2021 - Current < 1
Infinex Investments, Inc. New Iberia, LA Jul 2016 - Jan 2021 4
Essex National Securities Napa, CA Nov 2007 - Jan 2021 13
Iberia Bank New Iberia, LA Oct 2005 - Jan 2021 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S65 NASAA Investment Advisors Law Examination Jan 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Jon A. Bourgeois
By the Numbers
  • Total Assets Under Management
    1,704
    MILLIONS
  • Total Number of Accounts
    7,422
    ACCOUNTS
  • Average Account Value
    $229,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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