Dakota Jarreau, financial advisor Lake Charles LA

Dakota Jarreau

CRD Number: 7119885
Current Firm: Edward Jones

Dakota Jarreau (CRD# 7119885) is an Investment Advisor Representative working at Edward Jones in Lake Charles, LA and has over 4 years of experience in the finance industry.

Similar Advisors
Eva Abate, financial advisor Lake Charles LA
Eva B. Abate
CRD# 2250123
Lpl Financial LLC
Similar Advisors
Damon Abshire, financial advisor Lake Charles LA
Damon B. Abshire
CRD# 3151320
J.p. Morgan Securities LLC
Similar Advisors
Kenneth Agee, financial advisor Lake Charles LA
Kenneth L. Agee
CRD# 2768598
Cetera Investment Advisers LLC
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 5
Ward 3 Marshal's Office Lake Charles, LA Dec 2018 - Current 5
Texas Roadhouse Lake Charles, LA Jul 2017 - May 2019 1
Outback Steakhouse Lake Charles, LA May 2017 - Dec 2017 < 1
Iberia Bank Lake Charles, LA Aug 2016 - May 2017 < 1
Calcasieu Parish District Attorney's Office Lake Charles, LA Apr 2016 - Jul 2016 < 1
Chads Pawn Shop Lake Charles, LA Oct 2013 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Dakota Jarreau
Phone Number: 314-515-2000
Registered State(s):
  • AR
  • CA
  • IL
  • KS
  • LA
  • MS
  • MO
  • NM
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.