Jon Bourgeois (CRD# 3249877) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in New Iberia, LA and has over 8 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 4170771
Advantage Wealth Management, LLC
CRD# 1999696
Newedge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Horizon Advisors | New Iberia, LA | Jan 2021 - Current | 3 |
| 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 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management12,388MILLIONS
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Total Number of Accounts8,973ACCOUNTS
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Average Account Value$1,380,631
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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