Jody Lafont, financial advisor New Orleans LA
68 score

Jody Lafont

CRD Number: 1832378
Current Firm: Hancock Investment Services, Inc.

Jody Lafont (CRD# 1832378) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Hancock Investment Services, Inc. Baton Rouge, LA Jul 2003 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2015
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Nov 1999
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jody J. Lafont
Phone Number: 504-586-7290
Firm Website: http://hancockbank.com
Registered State(s):
  • AL
  • FL
  • KY
  • CA
  • CT
  • GA
  • MI
  • MS
  • NV
  • NC
  • TX
  • VA
  • LA
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $227,436
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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